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Karam Wealth Advisors

Karam Wealth Advisors

Reviews Summary

The reviews consistently praise the financial advisor's professionalism, knowledge, and trustworthiness. Clients highlight exceptional service, personalized attention, and prompt responses to questions. Many note long-term satisfaction, with specific appreciation for the advisor's ability to make clients feel comfortable and valued. The team is described as reliable, helpful, and acting in clients' best interests. Several reviewers recommend the advisor to others, emphasizing their confidence in the guidance provided for investments and retirement planning. The overall sentiment is overwhelmingly positive, with repeated mentions of excellence in financial advice and client care.

About This Listing

Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Multi-state Experience
Remote Services

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.*

Features

Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Multi-state Experience
Remote Services

Contact Information

Address

17011 Beach Blvd 9th floor

Huntington Beach, California 92647

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 8AM-1PM

Customer Reviews

I have been a client of Edmond Karam since my working days at CHLA. I am now retired for 9 and 1/2 years. He helped me navigate the retirement money management journey. I have been and still is, very pleased with his investment advice. Jill is very helpful and always very prompt and pleasant when I have questions and requests. She sends forms and docs at lightning speed! Thank you, Karam Wealth Advisors.

Edmond is a godsend! I am very happy with his financial guidance and professionalism. As a single mom it's important I have a trustworthy financial advisor on my side. I am always able to reach Edmond quickly and I appreciate him answering even the simplest question. Edmond has a unique way of making you feel comfortable and relating to you on a personal level vs. transactional. Thank you, Karam Wealth Advisors!

Edmond and his team are the real deal. They treat our financial planning with the utmost professionalism. My wife and I have incredible trust in Karam Wealth Advisors! They are a blessing to us in our retirement! ??

Edmond has been working with me for over 10 years. He has always been professional, welcoming, knowledgeable and kind. I recommend him and his staff to anyone in search of financial advice. They are the best!

Impressive main office in Huntington Beach! The reception staff greeted us as soon as we got off the elevator to make sure we were in the the right place. Jill Phan came over to welcome us and presented us with a drink menu. My husband thought that was a nice touch. Edmond Karam and Dom Wright led us to the conference room where we had our meeting. I have known Edmond for about 4-5 years now and he has been the same professional, hardworking, patient, knowledgeable and helpful financial advisor. Dom se

Edmond Karam is the first financial advisor to gain my full trust and to successfully generate money for me. He has a superior staff and I love doing business with them.

We meet with Edmond at least once a year to help us with our investments and if we have any questions. He is always professional and very helpful. I recommend him to all of my friends that might have financial needs.

The best financial advisor in California , they are very reliable , I'm so glad that I invested my money in this company , they acted on my best interest , they notify me of any changes right away , the staff are amazing yet KARAM himself is the best , I ve been with this company for many years , I have friends that joined and they were all satisfied with their services , they answer every questions or concerns in a timely manner . I'm so lucky that I made a right decision to join them ,I highly recommen

Edmund has been my trusted and valued financial advisor for over ten years

Edmond and Jill are very helpful, knowledgeable and at the top of their game. Thank you both.

Honest & helpful with individual's investment

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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