Orange County, CA  ·  Serving All of California

Tax & Financial Advice Built for Teachers & Families

Helping teachers and school employees navigate their taxes, retirement, and financial future — by someone who was once in your classroom.

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By The Numbers

22+
Years serving teachers & families
500+
Tax returns prepared annually
2004
Year in practice
100%
Focused on your financial world
Former educator · Teacher in Orange County, CA 1999–2004 · Now a trusted advisor to the same community
Licensed & Bonded in California
CalSTRS Guidance
Virtual Consultations Available
Serving California Teachers Statewide

Why It Matters

Helping Teachers & Families with Their Finances and Taxes Since 2004

I spent five years as a classroom teacher in Orange County. I know what a teacher's paycheck looks like, what CalSTRS means to your retirement, and why most financial advice just doesn't fit your life. I became a tax and financial advisor to bridge that gap.

CalSTRS Expertise
Most advisors don't understand California teacher pensions. I explain how your CalSTRS pension actually works, what your projected benefit will be, and how to plan around it.
Tax Prep That Speaks Your Language
Educator expense deductions, union dues, credential renewals — I know the tax picture unique to California teachers and school employees.
A Trusted Advocate, Not a Salesperson
Teachers are right to be skeptical of financial advisors. I was one of you. My job is to help you make smart decisions — not to push products that benefit me.
"Most financial advisors don't know what a teacher's paycheck looks like, what CalSTRS means, or how the school year shapes your financial life. I do — because I lived it."

— Bryan Schurter, former OC educator, tax & financial advisor since 2004

What I Do

Services Built Around Your Life

From tax season to retirement planning, I provide the financial services teachers and families need most — in one place, from someone who understands your situation.

Tax Preparation

Comprehensive income tax prep for teachers, school employees, and families — including educator deductions, pension income, and California-specific guidance.
403(b) & Retirement

Guidance on supplemental retirement savings through index annuities and 403(b) plans — including how to cut through the high-fee options your district may push.
Life Insurance

Protection planning for teachers and families, making sure your income, home, and loved ones are covered at every stage of life.
Living Trusts

Estate planning documents — revocable living trusts, wills, powers of attorney, and healthcare directives — so your family is protected and your wishes are clear.
Bryan Schurter and family

About Bryan

A Former Teacher Who Understands Your World

I taught in Orange County from 1999 to 2004 before transitioning into tax and financial services. I've spent the past 20+ years helping teachers, school employees, and their families build financial security — with advice that's honest, clear, and built around how educators actually live and retire.

Tax Preparer — California
Life Insurance Licensed
California Legal Document Assistant (LDA)
Former Orange County Educator, 1999–2004
Serving all of California, virtually & in-person
Meet Bryan

Ready to Get Your Finances on Track?

Whether it's tax season, retirement planning, or protecting your family — let's start with a conversation. Getting set up takes less than 10 minutes.

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