Ascend Business Advisory Leading edge business strategies
  • Home
  • About Us
  • ASCEND Office System
  • Services
  • Contact / Resources

About Our Team

William E. Rogers, MBA, CFP, EA - Founder and CEO

As founder and CEO of ASCEND Business Advisory, William E. Rogers is distinguished in the financial services industry of San Diego, the State of California and areas of the Southwest.

Key areas of expertise include:

  • Certified Financial Planner
  • Chartered Life Underwriter
  • Enrolled Agent

More than just another business advisor, William understands what it takes to be the small business owner. He knows first hand what you face day to day in your business. William enjoys the benefits of entrepreneurship and he understands the challenges as well.

Also an educator and keynote speaker, William brings genuine passion and enthusiasm to his work and business relationships. As an invited speaker at many financial and business events, seminars and meetings, including Learning Annex seminars in Los Angeles, New York City and Florida – William believes in sharing knowledge and empowerment.

Education:

Bachelor of Science in Business and Management
University of Redlands

Master of Business Administration
University of Southern California

Sandra L. Popescu - Director of Client Relations

Sandra Popescu has been in private practice since 1988 providing a variety of accounting and litigation support services to individuals, small businesses, and attorneys.  Sandra has first-hand experience of what a start-up company needs to be successful.  She was instrumental in developing the business plans, accounting system, internal controls, human resource functions, and subsequent sale of her husband's high-tech engineering company, Metaflow Technologies Inc. 

Key areas of expertise include:

  • Certified Public Accountant
  • Certified Valuation Analyst

Education:

Bachelors of Science in Business Administration
University of Nebraska at Omaha

 

ASCEND Business Advisory
San Diego, CA


888 297-3321

  • Home |
  • About Us |
  • Office System |
  • Services |
  • Contact / Resources

Copyright © 2008, ASCEND Business Advisory. All rights reserved.