Technical Consultant

Claude J. Bishop, CPA
CA Insurance License #0D44251

Claude Bishop is an affiliate of D|A Financial Group, aiding the firm as a Certified Public Accountant. Claude became a Certified Public Accountant in 1974 and began his career with Haskins and Sells, which is now Deloitte & Touche, LLP. He then left Haskins and Sells to become Partner of Dunlap & Bishop Accountancy Corporation. His industry memberships include:

• American Institute of Certified Public Accountants
• California State Society of Certified Public Accountants
• North Bay Chapter of the Society of California Accountants, Past President
• The Marin Estate Planning Council, Past President
• The San Francisco Estate Planning Council

Claude is a graduate of the University of California at Berkeley where he received a Bachelor of Science degree in business administration with an emphasis in finance and accounting, class of '72. Claude became a licensed CPA in the state of California in 1974. Claude is also a licensed general life agent in the state of California with a CLTC (Certified Long-Term Care) designation. Claude recently successfully completed the real estate salesperson's exam to become licensed for California. Claude enjoys running, golf, and the family dog, Elvis. Claude has two adult children and currently resides in San Rafael with his wife, Peggie.

Securities and investment advisory services offered through Registered Representatives of NFP Securities, Inc., a Broker/Dealer and Member NASD/SIPC and federally registered Investment advisor.