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Our Team
Sam Hoss,RFC
President


As President of Hoss Retirement & Insurance Services, Inc. [ dba Hoss Financial ] and as an Investment Advisor representative with Woodbury Financial Services,  I am passionate about living a life of significance.  Helping my clients make the connection between their financial choices and their personal values through well-executed planning, I desire to bring financial confidence and make a difference in my community.

At Hoss Financial, we use a value-centered approach to enable you to make smart choices about your financials in accordance with your life values. Using a Financial Blueprint, we show you where you are now, look at where you want to be, and discover what's important to you. This means that we co-create your individual, step-by-step action plan for all aspects of your financial life... "When your visions are clear, your decisions are easy." Roy Disney

Sam Hoss started his financial Services career in 1986, after graduating from Florida Institute of Technology with a Bachelor’s degree in Computer Science w a focus in Business Economics. He also graduated from the UCLA’s Financial Planning program. Sam Hoss is the author of "Simple Strategies to Reduce Estate & Income Taxes", Public Speaker

Sam Hoss is Financial Advisor that specializes in IRA Rules, distribution planning, maximizing social security benefits and pensions as well as reducing estate & Income taxes through financial planning and financial products.



Mona Hashemi Mona Hashemi Hoss*
CFO


I never understood the importance of Planning until I started my practice 20 years ago. I was in the business of advertising prior to that for 10 years but could never get ahead since I did not understand the importance of organizing my financial affairs. 
I work with our Clients in the following areas:
  • Help Lowering the income taxes by setting up their retirement plans
  • Help with implementing their financial road map and monitoring the results so that clients can accomplish their goals!
  • Organizing all their financial statements and personal information in one binder to protect their assets and survivors
  • Risk Management
  • Income Planning
California Licenses #0B19483



Lisa M. Bruno*, CPA

Lisa is a graduate of Marywood College in Scranton, Pennsylvania, from which she holds a Bachelors of Science degree in Accounting.  She has more than 25 years of progressive experience in providing quality accounting and tax services to closely held businesses.  She is certified to practice Accounting in the states of California and Pennsylvania.  She is a member with the American Institute of Certified Public Accountants and the California Society of CPAs. 

She has vast bookkeeping knowledge from “Hands on” experience.  Lisa holds a “Master of Taxation” from H&R Block, where she worked with hundreds of clients in their tax preparation and assistance.  She is an active partner for over 23 years in the partnership of Bruno and Patterson, CPAs, located in Scranton, PA and Thousand Oaks, CA. 

Currently a partner in CFO Virtual services, where she teamed up with Balance Your Books, a Bookkeeping practice for the last 15 years.   They provide services for small to Mid-sized companies, emphasizing customer satisfaction. She has experience in all fields of Industries.  She also works collectively with Hoss Financial, as an Independent CPA to offer all facets of client’s individual or business financial needs.

Lisa Bruno is not registered with Woodbury Financial Services.

 

 




Tony Gammariello, EA Tony Gammariello*

Tony Gammariello is in his 21st year of preparing all kinds of tax returns- personal, business, non-profit, partnerships, and corporations. He is an Enrolled Agent with the IRS and in good standing. Tony has a Bachelor’s Degree in Financial Accounting and has worked in the accounting field for over 25 years. He is proficient in Excel and Quickbooks as well as various accounting and tax programs. He has joined the independent team at Hoss Financial to lead the firms Tax Division.

He is married and has two grown boys. He is an avid runner (43 years) having completed 16 marathons and 161 half marathons.

EA (ENROLLED AGENT)

IRS_EnrolledAgent_Logo

An Enrolled Agent is a federally licensed tax practitioner who specializes in taxation and has unlimited rights to represent taxpayers before the IRS. Unlike attorneys and CPAs, who may not choose to specialize in taxes, all enrolled agents specialize in taxation.

Qualifications include:

> Passing the challenging Special Enrollment Examination (SEE)
> Subject to a rigorous background check conducted by the IRS
> Required to abide by the provisions of the Department of Treasury’s Circular 230
> 72 hours of continuing professional education required every three years



* Not registered to offer securities through Woodbury Financial Services, Inc.
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©2017 Hoss Financial™ All Rights Reserved.

Insurance and Tax services offered through Hoss Retirement & Insurance Services, Inc., which is not affiliated with Woodbury Financial Services, Inc.

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Adviser. Insurance services offered through Hoss Retirement & Insurance Services, Inc. which is not affiliated with Woodbury Financial Services, Inc. Woodbury Financial Services Inc. does not offer tax or legal advice.



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, FL, ID, NV, PA and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.