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PERSONAL SERVICE WITH YOUR BEST INTEREST IN MIND

Married for over four decades and in practice together for over 30 years.  Robbin and Armand D’Alo bring a family-centered approach to a professional environment.  Your tax and financial problems are taken to heart.  Solutions are designed to fit your life and your needs

Robbin D’Alo, EA, CDFA®, CLA

Robbin holds a business degree through the University of Phoenix.  With her business background, she sat for the Enrolled Agent exam – a nine-hour test administered through the IRS to license professionals to practice and represent clients in tax matters.  Robbin is also a Certified Divorce Financial Analyst and Certified Legal Assistant.  She is trained in divorce mediation and has been in practice with Oak Tree since its inception in 1985.  Robbin has taught classes through CCH CPE online, at professional conferences and private groups on the topics of financial planning, taxation, specific divorce tax issues as well as family and financial dynamics in divorce.  She is the co-author of F-A-C-C-T: Understanding the truth about separation and divorce.

Armand D’Alo, EA, CFP™, CDFA®

Armand holds a degree in finance and family counseling through Brigham Young University.  Armand sat for the Enrolled Agent exam to be licensed for representing clients in tax matters.  He also holds designations as a Certified Financial Planner and Certified Divorce Financial Analyst.  Armand is a trained mediator and has been in practice with Oak Tree since its inception in 1985. He is the author of the book, “The Jump of Your Life: Successfully Navigating the Free-Fall of Divorce and Other Life Traumas,” and has taught classes through CCH CPE online, at BYU, UC Irvine, professional conferences and private groups on the topics of financial planning, taxation, specific divorce tax issues as well as family and financial dynamics in divorce.  He is the co-author of F-A-C-C-T: Understanding the truth about separation and divorce.