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GC Asset Management

GC Asset Management

Reviews Summary

The reviews consistently highlight exceptional service, with a strong emphasis on professionalism, expertise, and personalized financial planning. Clients appreciate the clear communication, approachable demeanor, and tailored advice that alleviates financial stress. Many note the long-term benefits of strategic guidance, praising the thoroughness and dedication in helping them achieve financial security. The overall sentiment is overwhelmingly positive, with frequent mentions of trust, reliability, and life-changing outcomes. Retirement planning, family security, and debt management are recurring themes, with clients feeling empowered and confident in their financial futures. Highly recommended for anyone seeking compassionate, knowledgeable financial assistance.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

43537 Ridge Park Dr #100

Temecula, California 92590

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday 10AM-2PM

Customer Reviews

GC Asset Management has been instrumental in our financial planning strategy. We have been so impressed with the communication and advice given by Glenn to attain financial freedom and organization. Glenn has been a source of hope and truly an answer to our prayers. Due to his knowledge and guidance, we see the light at the end of the tunnel. GC Asset Management comes highly recommended to anyone who needs financial help and planning.

Had the pleasure of sitting down with Glenn yesterday and wow, what a wealth of information he has. I'm no where near my retirement but wanted to talk to a financial planner before I needed too. He was able to forecast for me what I needed to save every year so that I would have enough money for my family after I retired. I would strongly recommended anyone who wants a skilled financial planner to call Glenn. You will be glad you did. I sure am.

With a growing family and being a single income provider the thought of life insurance was more than I wanted to deal with. Glenn and his team were very strait forward and easy to work with. They helped with issues from the provider side and got us into the plan we had chose. It feels good knowing my family will be taken care of, should something happen to my wife or myself. Thank you Glenn and team!

While everyone should know how important it is to plan for the future, it is easier for some to avoid the hard work of actually planning, myself included. You may fear a financial planner might berate you or act like a harsh parent punishing a wayward child for not having your financial household in good order. Some may be. BUT, Glenn is not. He is very approachable, kind and sincerely wants to lend his years of knowledge and experience to benefit you and help remove the anxiety of how to live your next yea

Glenn is so dedicated to his clients. I have worked along side him and referred clients to him and he ensures the they are involved, understand the process, and are engaged. I am proud to have him as a resource available. His 20 years of experience is priceless and I never hesitate to call him with my questions.

Just the words "financial planning" are bound to intimidate, however, if you want a knowledgeable, trustworthy, efficient steward of your hard earned money, then GC Asset is the way to go. We experienced first hand the difference between a "big box" financial firm and one that has laser focus on your specific situation. After really digging to find out what our short and long term goals and dreams are, we were presented with an amazingly comprehensive plan to ensure our future objectives. HIs depth of knowl

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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