A Registered Investment Advisor with the U.S.
Securities and Exchange Commission, Hayes &
Associates was founded in 1974 in San Jose,
California. Initially focusing on accounting,
tax planning and preparation, founder Charles
Hayes soon discovered many clients also sought
investment advice. Having spent many hours each
year researching his personal investments, extending
his expertise to clients' accounts was a natural
progression.
Several business trips brought Charles to San
Diego over the years, leading him to fall in
love with the city and move south in 1984. Shortly
thereafter, he relocated his investment and
accounting practice - and home - to the beautiful
island of Coronado.
Today, our clients hail from Coronado, San
Diego, across the United States and internationally.
We appreciate developing long-term, lasting
relationships with the families and companies
with which we do business.
Our core team has been working together for
over ten years to bring you the excellent level
of service that you expect, and the integrity
and objectivity you need from your fiduciary
advisor.
Our tax preparation and planning approaches
ensure that you will pay the least taxes allowable
by law, while our fee-only investment management
guarantees that our investment objectives are
aligned with yours.
Please contact us today to discuss the possibilities
of how we can serve you.
The Team
Charles
W. Hayes CPA/PFS, CFP has been in public
accounting since 1969, and specializes
in investment management and income taxes.
While a full time CPA he has also owned
and operated a restaurant, had real estate
holdings, and invested in startup companies
and the stock market. Active in the community,
he has served in various official capacities
in the Coronado Cays Yacht Club, Rotary
Club of Coronado, Chamber of Commerce,
and Coronado Hospital Foundation. His
interests include boating, music, and
collecting antiquarian books. SEC
Disclosure Statement
John
Hart MS, CPA joined Hayes & Associates in 1996 and
is our Tax Manager. He received his Bachelors degree
in accounting in 1991 and Masters degree in tax and
financial planning in 2000, both from San Diego State
University. John enjoys working with clients to help
them save income and estate taxes. His other interests
include camping, skiing, and cars. Active in the community,
John currently serves as Treasurer for the Friends of
the Coronado Public Library.
Christina
Chrivia joined the firm in 1996 and is a Tax Specialist.
She also oversees all service support tasks around the
office, and doubles as our in-house computer and multimedia
wizard. Christina's interests include working with computers,
creating decorative gourds, and playing the occasional
round of golf.
Kara
Hayes Smith MS, CFP joined the firm in 2006 as a Financial
Specialist. In 2008, she completed the Financial
Planning program with Boston University and attained
her CFP certification. In her spare time, Kara enjoys
backpacking, reading, travel, and a cappella singing
with the San Diego Chorus and her quartet.
Linda
W. Hayes has been with the firm since 2001, working
in an administrative capacity and is back-up for the
Hayes Team members. She has been in Coronado since 1991
and enjoys helping and accompanying Charles in the many
community events that they sponsor or participate in.
Linda's interests lie mainly in spending time with family
and friends, travel, enjoying the outdoors, theater,
reading, and music.
