THIS PROGRAM AIRED ON KFMB AM760-SAN DIEGO FROM 2011-2018


  • Jason Kruger, President of Signature Analytics

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    Richard and Joe welcomed Jason Kruger, President of Signature Analytics, a local San Diego Accounting firm that specializes in bookkeeping, financial consulting services, and outsourced accounting. In 2008, Jason Kruger started Signature Analytics with the vision of taking the benefits and expertise of large company financial and accounting tools and processes and making them accessible to small and medium-sized businesses. Today, they are an Inc. 5000 firm and have been recognized as one of the best places to work. They now have offices in Los Angeles, Orange County, and San Diego and continue to grow and deliver exceptional service to our clients.

    signature-analytics-logoThe senior management team at Signature Analytics consists of people who each have a minimum of ten years experience in the field of public accounting. With Signature Analytics, businesses get a full team of experienced accountants–CFO, controller, accounting manager, all the way down to staff accountant–to act as the accounting and finance department for your business on an ongoing basis. They evaluate the business’s accounting and finance needs to determine the most cost-effective and efficient way for their team to manage the business’s accounting and finance functions. This could be serving as an entire department or complementing internal employees, such as an in-house bookkeeper or controller.

    2017 was a great year for Signature Analytics

    Signature Analytics made the Inc. 5000 for the second year in a row. Ranking in the top 11% of the 5000 brightest and most innovative privately-held companies. Signature Analytics was ranked in San Diego Business Journal’s top 100 list of Fastest-Growing Privately Owned Companies for the second consecutive year. Their team has grown over 67%, adding more than 30 new employees in 2017 with no sign of slowing down in 2018. They were named Best Places to Work by San Diego Business Journal. They were also a proud Platinum sponsor for the Vistage Executive Summits in both San Diego and Los Angeles. They received an Advisor of the Year Award and three members of their team were recognized as Advisor of the Year with two making Nominee Finalists.

    Mr. Kruger received his Bachelor’s in Accounting and Finance from the University of Arizona and has been with Signature Analytics since 2008. Prior to joining Signature Analytics, Mr. Kruger was employed by Deloitte & Touche as a senior audit manager. Prior to that, he was a senior auditor at Moss Adams LLP.

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  • 9 Attributes of a Great Family Office Concierge

    Vast knowledge (broad not technical) Vast network of resources (not insular) Able to translate “technical speak” Likes and promotes (orderly) change Focuses on governance (success of which is reflected in family behavior) Ask questions and listens (versus answers questions and talks) Functions as communications hub for all complimentary resource providers Facilitates objective clearance and oversight of all recommendations collaboratively and openly (but ...
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  • Family Governace and What High-Net Worth Families Really Want From Their Advisors

    There are three themes that consistently challenge high-net-worth families and the people that advise them. The challenges arise from the evolution of the family’s wealth and the governance of that wealth such as growth, liquidity events, succession, inheritance, in trust, legacy, etc. Advisors must evolve with the family through these wealth stages, or they are ...
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  • “It’s Your Money and Your Life!” – First Broadcast

    Listen to Podcast of the Show “It’s Your Money and Your Life!” will be featuring an interview with class-action attorney Bill Lerach. For over 30 years, Lerach was a securities lawyer. He led the prosecution of securities class and stockholder derivative actions which resulted in over $45 billion dollars of recoveries for defrauded shareholders of Wall ...
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  • Ed Beltram, VP Communications, National Retiree Legislative Network and Karen Friedman, Executive VP of Pension Rights Center

    Listen to a Podcast of the Show Richard and Joe discuss problems with the pension system and potential solutions to protect the pension plans of retirees with Ed Beltram and Karen Freidman. Ed Beltram As the Vice President – Communications for the National Retiree Legislative Network (RLN) since 2008, Ed Beltram brings five decades of diverse communications experience ...
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