Our Team

Caprice Collins

Phone: 310-677-9787

Fax: 310-677-6742

E-mail: clcfirm@aol.com

Achievements

Caprice L. Collins is a Harvard Law School graduate who has approximately forty (40) years of experience as an attorney representing individuals, their families and their small businesses, non-profit organizations and major businesses.

Background

Attorney Collins is a noted speaker on Living Trusts, Probate, Estate and Business Planning, Medi-Cal & Veteran’s Benefit Planning, Asset Protection and Trust Administration. Ms. Collins’ law practice focuses on Estate Planning and she is a member of the American Academy of Estate Planning Attorneys. The Academy is a national organization dedicated to promoting excellence in estate planning by providing its exclusive membership of attorneys with up-to-date research on estate and tax planning, educational materials, and other important resources to empower them to provide superior estate planning services. To ensure this goal, the Academy requires that each member attorney satisfies a minimum of 36 continuing legal education hours each year specifically in estate, tax, probate and elder law subjects. The Academy has also been recognized as a consumer legal source by Money Magazine and Suze Orman in her book, 9 Steps to Financial Freedom. Attorney Collins’ seminars on Living Trusts are informative, entertaining and easy-to-understand. Ms. Collins has assisted non-profit organizations in their fundraising efforts by conducting free seminars to their donors on advanced estate planning strategies such as Charitable Remainder Trusts. Attorney Collins has substantial experience in estate planning for high net worth individuals using Family Limited Partnerships, Limited Liability Companies and Irrevocable Life Insurance trusts to provide Asset Protection to their families.

She is the proud mother of two sons and the devoted wife of more than thirty (30) years to Alvin Jenkins. Until 2008, she had been the primary caregiver of her mother for more than ten (10) years.

Professional Affiliations

Caprice L. Collins has passed her Series 7& 66 exams from the Financial Industry Regulatory Authority (FINRA) to offer a broad spectrum of investment instruments including stocks, bonds and mutual funds through Avantax.Also, she is an active insurance agent providing clients with life insurance,fixed and/or variable annuities, disability income insurance and long-term care insurance.

Ms. Collins is a registered representative offering securities through Avantax., a registered broker/dealer. Member FINRA/SIPC.. Investment Advisory Services offered through Avantax. Insurance Services offered through Avantax. Collins Financial Group and Avantax are unaffiliated entities. Caprice L. Collins Insurance License #0E22238.

Commitment

Caprice L. Collins approaches each challenge with not just solid expertise, but also remarkable enthusiasm and vigor. By constantly seeking simpler, better and more effective ways of doing things, she continues to make a real difference in the lives of families and organizations. Because estate planning is often a delicate process, Ms. Collins’ goal is to ensure that each one of her clients finds security in the knowledge that their estate planning needs are addressed competently, privately, thoroughly and with sensitivity. Because of her outstanding professional accomplishments, she brings a unique prospective to preserving a family’s Legacy and providing peace of mind to her clients. Her passion for helping others plan well for the future was borne of Caprice’s own family experience which provides the motivation to ensure all of her clients are well-protected.

Mr. Ahmad (Art) Husami, CFP®, CIMA®, EA, MSc.

Resume of Education, Credentials, Licenses & Experience

Education Completed the Masters Program in Computer Engineering at California State University and all course requirements for the Master of Business Administration at Pepperdine University. Also completed a special program in strategic planning at the Stanford Graduate School of Business

Enrolled to practice before the Internal Revenue Service An Enrolled Agent (EA) is an individual, licensed by the U.S. Treasury Dept., who has demonstrated technical competence in the field of taxation to represent taxpayers at all levels of examination (audit), appeals and collections. An EA is also licensed to render expert advice on tax matters and prepare tax returns.

Graduate Fellow-National Tax Practice Institute (NTPI) The Graduate Fellow designation, earned upon completion of this program, signifies the highest level of tax representation expertise. The tax representation training and experience provides valuable foresight. Knowing what happens in audits, appeals and collections, helps avoid or minimize potential future problems early on during planning and preparation.

Certified Financial Planner™ (CFP®) Board certification is based on: A) Completion of a two-year, multi-part, upper division baccalaureate level program that covers the subjects of financial planning, investments planning, tax planning, retirement planning, risk management, employee benefits planning, and estate planning. Curriculum completed at the College for Financial Planning. B) Proving proficiency in the above areas by passing a rigorous two-day, 10-hour comprehensive examination administered by the Board. C) Continuing education.

Certified Investment Management Analyst (CIMA®) The CIMA® is an advanced education and certification program which includes two levels of study. Level I entails self-study of relevant research and applied thought in the investment management field. Following the passing of Level I examination, candidates proceed to Level II, a graduate-level, week long class, held with faculty from Wharton, a top business school. A final examination completes this comprehensive program and recertification is contingent upon meeting ongoing continuing educational requirements set by the Recertification Committee.

Ahmad (Art) Husami has passed his Series 7 & 63 registrations from the Financial Industry Regulatory Authority (FINRA) to offer a broad spectrum of investment instruments including Stocks, Bonds and Mutual Funds, through Avantax. Also, an active insurance agent (license #: 0B25259) to provide clients with life insurance, fixed and/or variable annuities, disability income insurance and long-term care insurance. Husami & Associates is a Registered Investment Adviser with the state of California.

Art Husami has over thirty years of experience in the fields of computers, business, management, taxation and finance. His collective, all-encompassing expertise has proven very relevant to small- and medium-size businesses and their owners. His credentials in the inter-dependent disciplines of Business, Taxes, Investment and Risk Management allow him to provide comprehensive, integrated business, tax and financial services.

Ahmad (Art) Husami is a registered representative offering securities through Avantax, a registered broker/dealer. Member FINRA/SIPC. Husami & Associates is a registered investment adviser with the State of California, Dept. of Corp. Investment advisory services, including fee-based asset management accounts held through NFS, LLC, are offered through Avantax, Inc. All other financial planning services are offered through Husami & Associates. Husami & Associates and Avantax are unaffiliated entities