Bear Woznick
Trustee CPA
"I am pleased to be part of this team that provides elegant, simple capital gains solutions for people who have invested so much time and effort in building up their business and real estate holdings. Providing my CPA services to David Ellis for over three decades has been an honor. His proven professional, innovative, and integritous approach to life and business has forged a long-term solid relationship with me personally and with his clients."
Bear Woznick is a seasoned Certified Public Accountant with over 30 years of experience in the accounting profession. He has recently joined the Engineered Capital Gains Team to manage all their accounting needs, furthering his long-standing professional relationship with David Ellis and his son Quinn Ellis. This business partnership dates back more than three decades.
Bear holds a Bachelor's Degree from Baylor University and a Master's Degree in Taxation from Washington School of Law. He began his career with prestigious firms such as Deloitte Touche and PricewaterhouseCoopers, where he expanded his expertise in tax and financial services. In 1987, Bear founded his boutique CPA firm, which provides customized accounting services to small corporations, real estate entities, and trusts. Under his leadership, the firm has garnered a reputation for delivering exceptional service and strategic financial advice.
A trusted advisor, best-selling author, and sought-after speaker known for his personalized approach, Bear has built strong, lasting relationships with his clients, providing them with expert financial guidance tailored to their unique needs. He resides in Waikiki with his wife, Cindy, and is a proud father of five adult children. Bear's vast experience, unwavering dedication to his clients, and commitment to excellence make him a standout figure in the accounting industry.