Mr. Moorman is one of approximately 3,600 of 330,000 CPAs nationally who has achieved the additional designation of Personal Financial Specialist. He has authored numerous articles and lectures on tax, financial and estate planning issues. He also holds a position on the State Personal Financial Planning Committee of the California Society of CPAs. In addition, Mr. Moorman serves on the Planned Giving Council of El Camino Hospital Foundation, is a member of the El Camino Hospital Foundation Board of Governors, a charter member of Financial Planning Forum of Palo Alto, and a former member of the Board of Directors of the Palo Alto Downtown Business & Professional Association, where he held the position of Treasure and Chair of the Financial Committee.
Gerald L. Moorman is the founder and Managing Partner of Moorman and Company, an Accountancy Corporation. He has been a practicing Certified Public Accountant on the San Francisco Peninsula for over 30 years.
Moorman and Company, an accounting and personal financial management firm based in Palo Alto, serves the San Francisco Bay Area, Peninsula, and Silicon Valley from Hillsborough to Saratoga-Los Gatos, including Atherton, Menlo Park, Los Altos, Los Altos Hills, and Cupertino.