I have worked with Sergio for many years now and he is the best at what he does. He is knowledgeable, honest, passionate, and patient with me during tax preparation. He is extremely well versed in the income based repayment strategies, especially when it comes to dentists. He has been active on many different platforms from SDNdoctornetwork, to dentaltown, to even reddit where he clarifies important student loan topics for all to benefit. I love that he thinks outside the box and gives me a very personalized recommendation for my questions. While we only speak a few times a year, I feel at ease and cared for whenever I speak with him. Highly highly recommend Sergio! He's the man! read more

I've known Sergio for a long time. One thing I've always valued is his outstanding knowledge of the financial loan climate as it pertains to medical/dental school. His financial assistance helped me navigate through school, setting me up for the most strategic ways to borrow, spend and pay back money. Now that I've graduated, my wife and I consult him for debt and tax management. He even helped us save money each month on loan payments! I definitely recommend Sigma Financial Solutions, you will find the right guidance and efficiency in managing your finances. read more

I highly recommend Sergio to any graduate student with questions regarding their student loan repayment options. He is very organized and highly profession. read more

Sigma Financial Solutions is THE BEST! After I graduated from Dental school one of my biggest concerns were how to do my taxes and manage my student debt along with W4 or Independent Contractor. Sergio has been perfect in answering my questions and doing my taxes with his many years of knowledge in dental business. I highly recommend him. He is very sweet and professional and genuinely cares about his clients. read more

Sergio is a great accountant! He is very knowledgeable with all things dental. I highly recommend him for all your accounting and student loan needs. I do t think there is another person out there who knows more about dental accounting than Sergio. read more

Honest and fair. Sergio has the knowledge and experience that really make a difference. He is always avaliable and if he is not he will make sure to make an appt so that he can answer any of my questions. I highly recommend if you are a health professional and you need someone that understands your loan "situation". Its a tough process and Sergio has really been amazing in helping me figure out my options. He is also helping me set up an S corp for my practice. All in all I'm very satisfied. read more

I've been with Sergio for the last 5 years and he's the best. I'm mentally unable to grasp any financial concepts, hence why I went into Dentistry ( and trust me I've tried the books) but Sergio has a way of making everything simple and understandable so you will actually know what your doing. Great ideas for investing! Aside from being great at finances, he's very kind and patient. Def recommend! read more

Sergio is one of the best accountants I have worked with. He is honest, fair and very knowledgeable about taxes and how to manage your student loans. If you are in healthcare, you know how difficult it is to be on top of paying off your educational loans. I highly recommend Sigma financial solutions and Sergio for all your tax needs. A+ read more

Sergio is so patient, informative, and super helpful. I was confused and frustrated about my dental school loan repayment options and how to financially plan wisely. Sergio discussed all the options for me over the phone and helped me make a wise decision. Most of all, he helped me to plan for the future with my loan repayment to be better prepared by suggesting to invest in a specific fund to cover for my loan forgiven amount in 20 years that will be considered as a taxable income in 2035. I look forward to working with him in the future and very thankful for his kindness. read more

Sergio is an expert with tax preparation and guidance with income driven repayment plans for student loans(such as IBR, PAYE, and REPAYE). Sergio is patient when teaching me new concepts and strategies even when I have asked him numerous questions. He is a great resource and always happy to help others. I highly recommend him! Thanks for all your valuable guidance and advice Sergio! read more

Wow. Sergio is amazing. I graduated medical school and was getting ready to start residency and I obviously had a very high amount of debt to pay off from medical school. Sergio went over my options with me and how enrolling in various plans would impact me now and in the future. He made everything very easy to understand and he explained things in a very simple manner. He seems to have an amazing grasp on all the concepts and discussed what I could afford with my current and future expected salary. God bless you Sergio. I will definitely be coming back to him more often for my future tax and investment needs. read more

Professional, attentive and patient. You rarely get this level of customer service. Sergio is a pleasure to work with. Thanks again Sergio!

I highly recommend Sergio and Sigma Financial Solutions to my friends, family, and you. Sergio is the BEST and he brings with him an invaluable wealth of knowledge from his background as the Director of Financial Aid at the USC School of Dentistry. I first contacted Sergio because I had many questions regarding my student debt and loan repayment options after dental school. He clarified all my questions about IBR, PAYE, and incorporating myself. When I was looking for a CPA, it was important to me to find an accountant with dental knowledge. Therefore, it was an easy decision for me to choose Sigma Financial Solutions. Sergio made the tax preparation process extremely easy and convenient. He remained professional, accessible and reliable during this stressful season. I am very satisfied with my experience with Sigma Financial Solutions and encourage you to contact Sergio. You will be equally impressed! read more

My wife and I spoke to Sergio and asked him about financial issues and specifically ways to manage our student loan. He was very professional, very knowledgeable and very patient to listen and answer our questions. It was a great sense of relief that we could find solutions for many questions we had regarding loan payments and managing our financial situation. We definitely recommend him to anyone looking for advice in financial management. read more

Sergio with Sigma financial is a great help in all aspects of finances. He is very knowledgable in student debt repayment programs, which is the largest debt many of us carry these days. He handles everything from taxes to financial planning as well as advising on the purchase of a practice. Sergio has always been very quick to reply to all of my emails and calls. I truly appreciate his advice and would recommend him to anyone. read more