About Me..

Rice University - B.A. Economics & Business
Retired Professional Athlete - Track & Field 400m Hurdles

Tanisha comes from a very athletic background having trained and competed for the U.S.A. in various international competitions as a 400 meter hurdler. Tanisha competed at the 1996, 2000 and 2004 Olympic Trials and now brings that same drive and discipline along with 10 years of progressive tax and accounting experience in both the public and private sectors. Her professional background includes consulting with start-up businesses in the manufacturing, retail and real estate industries. She also worked as a Senior Financial Reporting Analyst at Quiksilver, Inc, preparing 10Q and 10K filings with the Securities and Exchange Commission. Although retired from athletics, Tanisha continues to consult with professional athletes with tax planning and conducts tax planning seminars at the U.S. Olympic Training Center in Chula Vista, Ca. In addition to working with professional athletes, Tanisha consults with artists in the music industry and has been successful in removing IRS liens from music royalty streams.
​ Tanisha is an avid tax researcher and was successful in obtaining over a quarter of million dollars in federal tax refunds for ponzi scheme victims due to the IRS Revenue Procedure 2009-20, a special tax rule enacted as a result of the Bernie Madoff ponzi scheme.
​ With an impeccable referral network as well AS her own experience, Tanisha works diligently to ensure the BEST possible outcome for clients. Tanisha brings the same passion and dedication as an Olympic-trained athlete to representing clients before the Internal Revenue Service and Franchise Tax Board.

Meet My Partner

Alexander Cruz

Alex has served his clients as a financial services professional since 2003 and has personal investment experience of over 20 years. He works with real estate investors, small business owners and professionals. Utilizing a four step process, Alex guides clients and their families to improve their financial plans in the areas of taxes, investments, retirement, wealth preservation, succession and estate planning.

Prior to becoming a financial advisor, Alex spent over seven years working in the music business in the areas of marketing, promotion, and concert tours maximizing profits of his clients, developing small businesses, and earning gold and platinum awards for several successful musical artists.

A graduate of Polytechnic School in Pasadena, CA and Northwestern University, Alex enjoys skiing/snowboarding, sailing, hiking, wine tasting, and international travel. He resides in Laguna Beach.

Alex is an Investment Advisor Representative and Financial Advisor with SagePoint Financial, Inc. Alex holds Series 7, 24, 51, 66, and 63 securities registrations, life, health, annuities, long term care licenses with the State of California. He is also an Estate Planner and a Notary Public.