01
Quality
Work designed to be useful, thoughtful and dependable from first conversation through execution.
01
About Y Advisory
Advisory,
made more
human.
Y Advisory was built around a simple idea: complex decisions become clearer when the right people stay close to the conversation. Senior experience, connected disciplines and genuine relationships shape how the firm works.
Our purpose01 · People
Relationships before transactions.
02 · Perspective
Connected thinking across disciplines.
03 · Progress
Advice designed to move forward.
Our model
Senior-led.
Connected.
Accountable.
Connected perspective
United States
Quality
Integrity
Professionalism
Advanced Technology
Licensed Professionals
First-Rate Materials
What makes Y Advisory, Y Advisory?
Possibility starts with our people.
The firm was shaped by experienced professionals who wanted to build something more personal than a traditional advisory model: a team that listens closely, works collaboratively and stays accountable to the outcome.
That means bringing technical depth and commercial judgment together while keeping the relationship direct, responsive and grounded in each client’s actual priorities.
Our point of view
No matter where you are headed, advisory should help you move with confidence.
01
Senior-led relationships
Experienced professionals stay close to the work, helping clients connect technical decisions with the bigger commercial picture.
02
Integrated thinking
Tax, accounting, consulting, wealth, risk and performance expertise can be considered together instead of in isolation.
Our purpose
Build trust. Create opportunity. Deliver lasting value.
Y Advisory’s stated purpose is to empower clients to thrive through personalized, insightful and high-quality advisory. The way the firm works is anchored in genuine partnerships, practical solutions and a commitment to long-term resilience.
02
Integrity
Clear advice, direct communication and decisions grounded in the client’s best interests.
03
Professionalism
A disciplined approach to complex work, relationships and responsibilities.
04
Advanced Technology
Modern tools and data used to improve visibility, efficiency and decision-making.
05
Licensed Professionals
Specialized expertise brought together around the needs of each engagement.
06
First-Rate Materials
Strong technical resources and an extended network that support broader client needs.
Connected perspective
Local relationships. Cross-border awareness. One connected firm.
United States
Perspective that moves across borders.
Y Advisory is headquartered in San Diego, supporting clients whose decisions can span jurisdictions, industries, ownership structures and generations.
Headquarters · USA
San Diego, California
7950 Dunbrook Rd, Suite A
San Diego, CA 92126
Connected advisory
One integrated perspective
Senior-led expertise across tax, consulting, wealth and risk—coordinated around the decisions that matter most.
Leadership
Experienced people, close to the work.
Y Advisory’s leadership spans tax, business consulting, wealth management and financial advisory.
Katie Le
Business Consulting · Partner
Richard Tassiello
Wealth Management · Partner
Walter D'Souza
Financial Advisor · Partner
David Huang, CPA
Tax Advisory · Partner
Extended advisor network
Broader perspective for important decisions.
Y Advisory also presents an external advisor network spanning corporate transition, real estate, tax law, estate planning, banking and business law.
Advisor 01
Joseph Wisnieski
President / CEO
Corporate Transition Consulting
Extended network
Advisor 02
Joe Green
CEO / Broker
Green Team Realty
Extended network
Advisor 03
John D. Milikowsky, Esq.
Tax Attorney / Founder
Milikowsky Tax Law
Extended network
Advisor 04
Colleen Robinson
Estate Planning · Partner / Attorney
Landon Rainwater Robinson LLP
Extended network
Advisor 05
Barbara Cafaro
CEO / Concierge Banker
“Banker Barb”® & Associates
Extended network
Advisor 06
Robert K. Pham
Business Attorney
Christopher M. Pham Law Group
Extended network
The next conversation
San Diego, CaliforniaLet’s create your big picture together.
Bring us the challenge, opportunity or decision in front of you. We’ll help connect the disciplines and perspectives that matter.
Schedule a conversation