CFP®, EA, AAMS, AWMA, ATA, ATP, ABA
Interim - Senior Tax Manager
Josette began her career in the financial services industry in 1982. Prior to joining Mercer Advisors, she was President of Hewitt Financial Group, a tax services firm in Camarillo, CA servicing over 4,000 clients annually. She graduated Cum Laude with a Bachelor of Science degree in accounting from St. Theresa’s College in Cebu City, Philippines. She also received a diploma in Industrial Relations from the University of the Philippines and is a licensed Certified Public Accountant in the Philippines. Josette is a CERTIFIED FINANCIAL PLANNERTM and a graduate of the College for Financial Planning in Denver, CO. Josette is also an Enrolled Agent licensed by the United States Department of the Treasury. Josette is an Accredited Asset Management Specialist and an Accredited Wealth Management Advisor granted by the College for Financial Planning. In addition, Josette has been granted multiple credentials from the Accreditation Council for Accountancy and Taxation. She also holds the FINRA Series 65 license.
Josette specializes in tax and business planning, tax preparation, and financial planning for individuals, families, and businesses. She is fluent in Cebuano and Tagalog. Josette enjoys dancing, going on cruises, and taking care of her four Bichons.