Licence from ASIC
We have applied for a licence from Australian Securities and Investments Commission.
Member of IFAAA
We are a practicing member of the IFAAA Gold Standard of IndependenceTM.
Certified Financial Planner®
Our financial planners are members of the Financial Planning Association.
Meet Our Team
Diverse views, common values and a team approach to creating better outcomes
Our Difference
How our approach in serving our clients sets us apart from other advisory firms
Taking the Long View
Nearly a century of experience understanding the markets and capitalizing on what lies ahead
Paul Wahlquist
Co-Managing Partner
Paul Wahlquist
Co-Managing Partner
About Paul
Paul Wahlquist is a co-managing partner in WDC & Associates, leading the Tax, Audit & Other Accounting Services and Business Advisory Services divisions of the firm. He has more than 40 years’ experience providing business valuation and financial analysis services to his wide array of private and public clients across a variety of industries.
Mr. Wahlquist’s experience includes the valuation of business enterprises, intangible assets, and common and preferred equity for a variety of purposes, including gift and estate tax matters, purchase price allocations, goodwill and long lived asset impairment, stock options, intellectual property mergers and acquisitions, and other financial and tax reporting purposes.
Mr. Wahlquist helped form WDC & Associates in 2012 after leading his own firm from1988 to 2012. Previous to that he was an Audit Manager at Deloitte LLP (fka Zebrack, Levine & Meepos) from 1982-1987.
Educational Background
- Master of Business Taxation, University of Southern California Marshall School of Business
- Bachelor of Science in Business Administration – Accounting, California State University, Northridge
Professional & Civic Affiliations
- Member of the American Institute of Certified Public Accountants
- Member of the California Society of Certified Public Accountants
Subject Matter Expertise
- Deal Flow
- Debt Servicing/Management
- Financial/Managerial Reporting
- Financial/Operational Reporting
- Financial Accounting
- Fixed Assets
- General Ledger
- Investment Waterfalls
- Multicurrency
- Planning/Budgeting/Forecasting
- Portfolio Analysis
- Process Reengineering
- Procurement/AP
- Real Estate Leasing
- Recoveries/Service Charges
- Revenue/Billing
- Valuation/Cash flow Analysis
- Tax
Practice Focus
- Fiduciaries
- Financial Services
- Higher Education
- High Net Worth Individuals
- Manufacturing and Distribution
- Not-for-Profit
- Private Equity
- Professional Services
- Real Estate
Financial Advice
Comprehensive and objective advice for all your financial questions
Investment Planning and Strategy
Professionally managed, low cost, and customized to your situation
Business Advice
Complete business advice service that covers from idea creation to cash flow forecasting
Retirement Planning
We can help you carefully consider your financial strategy for retirement
No matter what stage of your financial life your are in, we can help you make the most of what you have!