Tristan DeMers

CFO, Financial Advisor, IAR

Meet the Team

Tristan DeMers

Tristan DeMers

CFO, Financial Advisor, IAR

Tristan brings 13 years of accounting, investment advisory, business consulting experience to clients he serves and is the cheif financial advisor at PruVise.  

Tristan specializes in working with companies to source state and federal tax credits and  consulting on capital and financing needs. Connect with Tristan on LinkedIn today!

Education

  • Bachelors of Business Administration in Accounting from New Charter University
  • Series 65 & Series 3 Holder

Community Involvement

Tristan serves on the Santiago Community College Foundation board of directors as a board member and treasurer

Hobbies

  • Wine Tasting
  • Golfing
  • Hiking
  • Working Out
  • Reading (Non-Fiction)

About

About Us

Planted in Newport Beach California, PruVise, Inc. is a financial services provider. We service our clients in the following ways; accounting/bookkeeping, M&A consulting, tax planning and preparation and investment advisory services. PruVise is a registered investment advisory firm in the state of California.Our unique capabilities and years of experience allow us to navigate our clients and their business/enterprise/organization through the many different areas in their financial and economic lives. We put focus on the needs to accomplish the objectives. Accretive results happen with PruVise.

Click below to learn about the services we offer.

 

Headquarters

4695 MacArthur Court, Suite 1100

Newport Beach, CA 92660

Contact Us

(949) 798-5744
admin@pruvise.com

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