Insights

Focused Client Base Fishman, Block + Diamond by Cerity Partners specializes in serving high net worth clients with minimum billings of $25,000 annually, indicating a niche focus on affluent individuals and complex financial needs. This opens opportunities to introduce premium financial services, estate planning solutions, and personalized advisory offerings tailored to their exclusive client demographic.

Growth & Loyalty With a proven track record of strong growth and high staff and client retention, the firm emphasizes continuity and long-term relationships. This suggests potential for cross-selling advanced technological tools, compliance solutions, or professional development services that enhance operational efficiency and client satisfaction.

Technology Investment The firm actively invests in modern technology such as DreamWeaver, Elementor, and WP Engine to optimize efficiency. Opportunities exist to introduce innovative software solutions, automation tools, or cybersecurity services that can further streamline their operations and support their commitment to high-quality, timely service.

Expansion Opportunities Located in Los Angeles with a sizable employee base of 46 staff, primarily focused on real estate, partnerships, and trusts, the firm could benefit from expanded services in real estate technology, partnership management, or trust administration platforms to better serve their core client segments.

Strategic Alliances The firm relies heavily on referrals and relationships with professional advisors like lawyers and bankers. There’s potential to develop strategic partnerships with service providers offering complementary solutions such as financial planning software, legal tech platforms, or marketing services to expand their referral network and enhance client offerings.

Fishman, Block + Diamond by Cerity Partners Tech Stack

Fishman, Block + Diamond by Cerity Partners uses 8 technology products and services including Linkedin Insight Tag, DreamWeaver, jQuery Migrate, and more. Explore Fishman, Block + Diamond by Cerity Partners's tech stack below.

  • Linkedin Insight Tag
    Analytics
  • DreamWeaver
    Editors
  • jQuery Migrate
    Javascript Libraries
  • Elementor
    Page Builders
  • WP Engine
    Platform As A Service
  • Adobe Acrobat DC
    Rich Text Editors
  • Contact Form 7
    Web Platform Extensions
  • Apache HTTP Server
    Web Servers

Media & News

Fishman, Block + Diamond by Cerity Partners's Email Address Formats

Fishman, Block + Diamond by Cerity Partners uses at least 1 format(s):
Fishman, Block + Diamond by Cerity Partners Email FormatsExamplePercentage
FLast@fbco.comJDoe@fbco.com
47%
Last@fbco.comDoe@fbco.com
3%
FLast@fbco.comJDoe@fbco.com
47%
Last@fbco.comDoe@fbco.com
3%

Frequently Asked Questions

Where is Fishman, Block + Diamond by Cerity Partners's headquarters located?

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Fishman, Block + Diamond by Cerity Partners's main headquarters is located at 16830 Ventura Boulevard, Suite 400. The company has employees across 2 continents, including North AmericaEurope.

What is Fishman, Block + Diamond by Cerity Partners's phone number?

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You can contact Fishman, Block + Diamond by Cerity Partners's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Fishman, Block + Diamond by Cerity Partners's official website and social media links?

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Fishman, Block + Diamond by Cerity Partners's official website is fbco.com and has social profiles on LinkedIn.

What is Fishman, Block + Diamond by Cerity Partners's NAICS code?

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Fishman, Block + Diamond by Cerity Partners's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Fishman, Block + Diamond by Cerity Partners have currently?

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As of December 2025, Fishman, Block + Diamond by Cerity Partners has approximately 39 employees across 2 continents, including North AmericaEurope. Key team members include Senior Tax Manager: B. M.Tax Manager: J. M.Tax Manager: B. M.. Explore Fishman, Block + Diamond by Cerity Partners's employee directory with LeadIQ.

What industry does Fishman, Block + Diamond by Cerity Partners belong to?

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Fishman, Block + Diamond by Cerity Partners operates in the Accounting industry.

What technology does Fishman, Block + Diamond by Cerity Partners use?

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Fishman, Block + Diamond by Cerity Partners's tech stack includes Linkedin Insight TagDreamWeaverjQuery MigrateElementorWP EngineAdobe Acrobat DCContact Form 7Apache HTTP Server.

What is Fishman, Block + Diamond by Cerity Partners's email format?

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Fishman, Block + Diamond by Cerity Partners's email format typically follows the pattern of FLast@fbco.com. Find more Fishman, Block + Diamond by Cerity Partners email formats with LeadIQ.

When was Fishman, Block + Diamond by Cerity Partners founded?

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Fishman, Block + Diamond by Cerity Partners was founded in 1980.

Fishman, Block + Diamond by Cerity Partners

AccountingCalifornia, United States11-50 Employees

Fishman, Block + Diamond by Cerity Partners is a full-service accounting, tax and business advisory firm, based in Encino, CA. Consisting of over 46 employees and four partners, we dedicate ourselves to hiring and retaining the highest caliber of accountants and administrative personnel. We believe in a team approach, provide continuous training, use a buddy system for all staff through their first year, and provide an extensive onboarding manual and training for procedures and systems. We care about our people and provide flexibility to create a good work life balance, and do not require overtime. We differentiate ourselves from other professional accounting firms because of our commitment to taking great care of our clients by providing timely, accurate work, and always trying to be available and proactive. By retaining our team members, we can offer continuity to our clients, a great environment for staff to have long-term careers with us and develop trust and strong working relationships with our clients. We try and promote from within, have a lot of variety and complexity with an emphasis in real estate, partnerships, foreign, multi state, all types of trusts, estate tax returns, and public and private foundations. We focus on high net worth clients and don’t accept those below a threshold of $25,000 per year in billings. We have a very strong record of growth and client and staff retention. Our devotion to continuity, technical proficiency, and providing the highest quality work possible has allowed Fishman, Block + Diamond by Cerity Partners to grow into one of the larger firms in Los Angeles. The partners spend most of their time serving clients. We grow and maintain our practice through the referral of satisfied clients and their team of professional advisors, such as bankers, lawyers and insurance agents. We are independent financial advisors who make a strong commitment to investing in the latest technology so our work is as efficient as possible.

Section iconCompany Overview

Headquarters
16830 Ventura Boulevard, Suite 400
Phone number
Website
fbco.com
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1980
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Fishman, Block + Diamond by Cerity Partners's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Fishman, Block + Diamond by Cerity Partners's revenue is estimated to be in the range of $25M$50M

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