Business Finance: Everything from working capital to working assets, including aircraft working asset finance

Our Team

A core team of professionals with over 100 years of combined business intelligence addresses your company's success and enhances your future.

A network of contacts and associations that adds breadth and depth to our in-house expertise and assures that you always have the right professional for your unique needs.


Numbers-people and people-people working together to turn your vision into reality!


We provide an integrated suite of services that relieve you from many day-to-day business management, taxation, finance, and asset aquisition tasks.

  • Business Management

  • Business Analysis & Strategy

  • Business Taxation

  • Business Finance

  • Retirement & Succession Planning

  • Portfolio and Wealth Management

  • Commercial and Investment Real Estate

  • Real Estate Investment Vehicles

  • Owner-User Real Estate and Syndications

Services, News, & Publications

Taxation: Planning, Compliance, and Representation. Tax issues that affect your business and personal lives.

Business Management: Advisory and Hands-on business management focused on the active careers of professionals, athletes, entertainers, artists,  and their businesses.

Business Benefits: Business analysis, strategy, finance, and implementation, Retirement and benefit plans play a key role in your business' productivity and success. 

Wealth and Portfolio Management: Integrated personal and business wealth, investment and portfolio planning and management.

Not-For-Profit Organizations and Donors: Formation, Operations, Compliance, and Management of Public or Private Foundations and Charitable Trusts.

Commercial and Investment Real Estate: Commercial, investment, development and owner-user real estate... And a few things you'd probably rather not hear.

Archives: Papers, articles, checklists and procedural guides. Subjects that don't lend themselves to a quick blog-note

Contact Us


1[818] 489-4228


Business Planning, Finance, and Management

Business Tax and Tax Planning

Retirement and Succession PLanning 

Wealth and Portfolio Planning & Management

Commercial, Multi Family, Investment Realty

Real Estate Investment Funds

Focus of our Practice

Business Taxation (Planning, representation & compliance)

Business Management (Analysis, strategy, finance, & operations)

Benefits & Succession (Retirement and succession solutions tailored to your needs and objectives)

Wealth & Portfolio Management (Integrated strategies to build wealth and mitigate risk)

Not For Profits and Donors (Donors and organizations working toward a common cause)

Commercial & Investment Real Estate​​ (Purchase, develop, operate. ​Realty Investment Funds. Owner/User Realty)


© 2014-2021  by Steven J Roy Management. Steven J Roy Management is an equal housing opportunity broker, California Bureau of Real Estate license number 01706626. Steven J Roy Management is affiliated with Cambyses Financial Advisors, LLC a Registered Investment Advisor - CRD 230786 - Proudly created with


The facts and information on these pages are reproduced from sources we have found to be reliable, but we cannot guarantee accuracy or completeness. Our observations and conclusions are general in nature and may not apply to specific situations. Nothing in this website should be construed as professional advice or professional opinion. Please consult your own advisors on matters of law, accounting and finance, taxes, insurance, planning, and investment before making significant decisions.