Therese Tippie, CPA/PFS - Tax & Wealth Strategist

Therese joined Modern CPAs® in January 2025. Prior to joining the team, Therese worked with Sandy at a Southern California public accounting firm for 10 years and accumulated 5 years of experience in financial planning at a wealth management firm.

Therese is a Certified Public Accountant in the state of California and a Personal Financial Specialist credentialed by the American Institute of Certified Public Accountants. She earned her Bachelor of Science degree, with an emphasis in Accounting, from California State University, Long Beach. She also holds a Master of Business Taxation degree from the University of Southern California. Outside of work, Therese enjoys spending time with her husband and two children. She enjoys the beach, fishing, hiking, working out, and her absolute favorite is traveling to Kauai and Bridgeport.