Management Team

Our advantage is found in our management team’s years of experience and strong expertise in accounting, business administration, taxation, personnel management and financial planning. They are a hands-on team, committed to professional excellence, collaboration, mentoring, and responsive service.

Robert N. Oto, Principal, CPA, CVA

  • Experience: Founding principal of OBFM
  • Education: BA in Accounting, San Francisco State University
  • Professional membership: CalCPA, AICPA and NACVA
  • Expertise: Business planning, estate planning and valuations
  • Industries: Wholesale, retail, manufacturing and real estate
  • Passion: Challenges


Ann A. Fukumoto, Principal, CPA, CVA

  • Experience: More than 25 years
  • Professional membership: CalCPA, AICPA and NACVA
  • Education: BA in Economics, UC Davis
  • Expertise: Accounting, auditing, business valuation, consulting and general taxation
  • Industries: Real estate, manufacturing and non-profit
  • Passion: Travel, card making and music


Chihiro Akiyama, Principal

  • Experience: More than 20 years
  • Certifications: Certified QuickBooks Pro-advisor
  • Education: University of Chuo in Tokyo and College of Alameda
  • Expertise: Accounting, payroll and QuickBooks
  • Industries: Small businesses and service professionals
  • Languages: Japanese
  • Passion: Cooking


Jeffrey S. Oto, Principal, CPA, CVA

  • Experience: More than 15 years
  • Professional membership: CalCPA, AICPA and NACVA
  • Education: BS in Business Administration, University of Southern California
  • Expertise: Employee benefit plan audits and general accounting and auditing practice
  • Industries: Wholesale, retail and real estate development
  • Recruiting: Lead firm’s college recruiting efforts
  • Passion: Good food, coffee, travel and USC football


Jerry S. Morino, Manager, CPA

  • Experience: More than 25 years
  • Professional membership: CalCPA and AICPA
  • Education: BS in Accounting, Golden Gate University
  • Expertise: Real estate exchanges, estate planning, taxation of inbound taxpayers
  • Industries: Real estate, retail, wholesale and professional services
  • Passion: Travel, anything new

Rebecca A. Meehan, Manager, CPA, CFF, CIRA

  • Experience: More than 20 years
  • Professional membership: CalCPA, AICPA and AIRA
  • Education: MS in Taxation with honors, University of Washington
  • Certifications: Certified Insolvency and Restructuring Advisor
  • Expertise: Taxation of small businesses, related companies and their owners; multistate taxation
  • Industries: Real Estate, Professional services
  • Passion: Travel, family, dark chocolate

Elaine Lok, Tax Supervisor, CPA

  • Experience: More than 20 years
  • Professional membership: CalCPA and AICPA
  • Education: BS in Accounting, San Francisco State University
  • Expertise: Taxation of small businesses and their owners; gift and estate taxation
  • Industries: Oil and Gas, Special Needs Trusts
  • Languages: Cantonese and Mandarin
  • Passion: Gardening, home improvement projects