Anyone who has a bachelor’s degree, has never been a licensed CPA in any state and is pursuing pathway to licensure via the California Board of Accountancy.

NOTE: First membership year for candidates is free. Membership in this category is limited to seven years. Any member who accrues seven years of candidate membership without becoming licensed transitions to a Financial Professional member.

With more than 44,000 members—every member matters, including you.
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“Being a member of CalCPA provides me the opportunity to network and interact with peers in the industry. It also allows me to appreciate that CalCPA is instrumental in supporting emerging CPAs, advocating to policymakers, and fostering a strong community of CPAs and professionals.”

—Juan Ortiz, CPA
Marcum LLP

San Francisco Chapter
Member since 2009

Juan Ortiz, CPA is an auditor at Marcum LLP, where he works primarily in audits of non-for profits, employee benefit plans, governmental audits, and other assurance services for small businesses and was a candidate member prior to receiving his CPA license. He is a member of the CalCPA Scholarship Committee. 

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