Roy Busktein is a CPA with over 25 years’ experience in corporate and personal financial planning. Roy earned his undergraduate degree at Southern Methodist University (BBA-Accounting). Roy also has a Masters degree from the University of Texas at Austin (MPA-Taxation).

Roy began his career with a national public accounting firm in Dallas, Texas. In 1979 Roy became Oracle Corporation's first CFO and was

part of the senior management team that took Oracle from a start-up to a publicly-held corporation. In 1998, Roy started his own accounting firm with a primary focus on individuals and the issues they faced regarding stock options. Clients included Silicon Valley technologist from many of the premier companies in the Valley. In 1995, Roy became CFO of MMM Management, a family office in San Francisco. Roy is married with 2 children.