Wilshire Consultants Inc.
Wilshire Consultants, Inc., formerly known as Wilshire & Associates, Inc. was founded in 1971 by R. B. (Rick) Wilshire to provide services to individuals, private businesses, law firms, and accounting firms. Primarily known as a firm that provided tax services, business consulting, and bookkeeping services, Rick affiliated with Avantax Investment ServicesSM in 1989 to provide a form of "one stop shopping" that includes financial planning services, brokerage services, retirement plan services and consulting, insurance services, and money management.
Our company was founded upon principles that place the utmost value on the financial goals and objectives of our clients. We are in the business of building long term, solid relationships that are based upon trust and quality client services.
Christopher Wilshire joined the firm full time in 2008 having been involved in the business his entire life. He assumed the role of President and Operations Manager and provides services primarily in the areas of investments, securities and financial services, management consulting services as well as tax consulting and retirement plan services.
Wilshire Wealth Management LLC was also formed to provide more extensive tax consulting, planning, preparation, and advanced tax representation services before the various federal and state tax authorities.
Tayla Wilshire joined the firm at the beginning of 2023 to provide management skills and consultation in the area of Behavioral Finance. Tayla is a Board Certified Behavioral Analyst. Behavioral Finance recognizes that human decision-makers are often influenced by emotion, biases, and cognitive errors as much or more than rational analysis.