Stephen Morris, CPA, CCIM

Mr. Morris founded Morris Financial Advisors in 2013 to provide tax, accounting, finance, and consulting services to startups, small businesses, and high net worth individuals. He has developed over 50 multi-family units in the city of Los Angeles where he is responsible for sourcing new acquisition opportunities, raising capital, and financial operations.

Mr. Morris is a Certified Public Accountant licensed to practice in California and is a licensed real estate salesperson as well as a member of the CCIM Institute. He has served in accounting and finance roles in the real estate and technology sectors his entire career. He started at Ernst & Young, LLP in the real estate audit practice and later served in executive accounting and finance capacities at several large privately held firms.

Mr. Morris holds a Bachelor’s degree in Accounting from Loyola Marymount University in Los Angeles where he graduated with honors and a Master’s degree in Business Taxation from the University of Southern California.  

Diana Tang, CPA, MBT

Diana Tang joined Morris Financial Advisors, Inc in 2021.  Prior to joining us, she was a senior manager at Ernst & Young LLP in the Financial Services Office tax practice, serving the asset management industry. She has over a decade of experience managing tax compliance and consulting services for a wide range of asset management clients, working exclusively with private equity funds, hedge funds, fund of funds and fund advisors. 

Diana is a Certified Public Accountant licensed to practice in California. She holds a Bachelor's degree in Economics with a minor in accounting from the University of California, Los Angeles and a Master's degree in Business Taxation from the University of Southern California.