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(415) 883-9300

About

Our Company

Magid Accountancy Corporation, APC (MAC) and Magid Wealth Management were established with the concept of assisting our clients to achieve their financial goals. We provide services during one’s life stages of wealth accumulation, wealth preservation and legacy planning.

Our professionals provide clients with individualized attention and customized strategies to help achieve positive results. 

Sandy Magid

Sandy Magid, CPA, PFS, AEP

Founder

(415) 883-9300

smagid@magidcpa.com

Sandy began his career as an audit and tax specialist with a national CPA firm, later serving as a financial manager with an international manufacturing corporation. His background includes serving as an aide to President Gerald Ford and as a part-time college instructor. 

He employs his long and diverse experience to proactively assist clients in a holistic manner on business and personal planning including goal setting, tax, retirement, estate and trust services in a variety of industries, including medical and dental professionals, biotech industry, real estate, retailers, distributors, restaurants, manufacturers, and professional service firms.

Education & Credentials

  • CALIFORNIA STATE UNIVERSITY, NORTHRIDGE
    Bachelor of Science - Finance and Accounting
  • CERTIFIED PUBLIC ACCOUNTANT
    US and Virgin Islands
  • AICPA PERSONAL FINANCIAL SPECIALIST
  • NAEPC ACCREDITED ESTATE PLANNER
  • FINRA Series 7, FINRA Series 66

Affiliations & Activities