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Robert J. Lorenzetti

Principal, Tax & Business Advisory Services

Robert has more than 25 years of experience as a strategic business advisor specializing in securing debt and equity placements for small- to medium-sized businesses across a broad range of industries.

Additionally, Robert has more than 10 years of public accounting services experience with expertise in tax preparation, compliance, and dispute resolution for complex tax-related issues. He has extensive experience with merger and acquisition transactions and has also served in the capacity of chief financial officer for a multitude of privately held companies in the real estate, financial services, and technology sectors.


Bachelor of Science, Accounting & Finance                                                                                                                 Loyola Marymount University, Los Angeles

Professional Affiliations

  • California Society of Certified Public Accountants, Associate Member

Community Affiliations

  • Balboa Yacht Club, Past Officer and Board of Director
  • Loyola Marymount University Alumni Association, Member
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