Catrina Blackwell
Get to Know Me
Catrina Blackwell is a partner with over 30 years of experience in public accounting, specializing in audits of employee benefit plans.
This area of expertise extends to employee benefit plans of all types and sizes, including 401 (k), defined benefit plans, health and welfare plans. Additionally, Catrina specializes in audits of public plans with SEC filings as well as audits of plans subject to ERISA and filings with the Department of Labor.
She helps clients manage the nuances of auditing employee benefit plans to stay in compliance with ERISA, DOL and SEC filing requirements. Catrina’s detail-oriented, real-world background has helped clients with auditing large pension plans that involve complex investments and master trusts.
Catrina is a licensed Certified Public Accountant (CPA) in the state of California, and a member of the California Society of Certified Public Accountants (CalCPA).
Industry Expertise
Service Expertise
Learn More About My Story
Learn more about my professional experience and how I spend my time outside the firm.
Education:
- Bachelor of Science, Accounting, Woodbury University
Professional Affiliations:
- Member, American Institute of Certified Public Accountants (AICPA)
- Member, California Society of Certified Public Accountants (CalCPA)
Catrina’s heart belongs in the show ring – showing horses is her lifelong passion that fuels her dedication, discipline and love for the equestrian world.