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Lynette E. Atchley CPA/PFS CFP®

Lynette E. Atchley CPA/PFS CFP®

CEO & Managing Director

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Lynette Atchley, CPA/PFS, CFP®

Lynette is CEO and Managing Director of CPA Financial Advisors Inc, specializing in retirement and tax planning for individuals and small businesses. In addition, she is affiliated with Cetera Financial Specialists LLC and Cetera Financial Advisers LLC for the purpose of providing financial planning and wealth management services. She is registered in California to implement those plans using fee-based and commission-based investment solutions such as stocks, bonds, mutual funds, variable annuities, life insurance, long-term care and disability insurance.

Lynette is a 1990 graduate of Cal Poly Pomona (BS in Business Admin/Accounting) and has worked for small and medium sized accounting firms in the Inland Empire. Lynette received her CPA license in September of 1995 In December 1999 she ventured out on her own as a sole practitioner and, at the same time, established a separate business, with the help of Cetera Financial Specialists, to provide financial services as a CPA woman business owner.

Lynette is Chair of CalCPA’s State Personal Finance Committee (2020-2022) and a member of the California Society of Certified Public Accountants. Lynette is an executive board member of REBIRTH HOMES, a non-profit, supporting survivors of human trafficking since 2012. Outside of the office, Lynette can be found volunteering at her favorite nonprofit organizations and at her church.  She also enjoys spending time outdoors with her husband and their dog.