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ACTIVELY ENGAGED IN PUBLIC ACCOUNITNG FOR OVER 30 YEARS
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GRADUATED FROM MERCY COLLEGE, DOBBS FERRY, NEW YORK
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CERTIFIED PUBLIC ACCOUNTANT (C.P.A.)
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CHARTERED GLOBAL MANAGEMENT ACCOUNTANT (CGMA)
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INTERNAL REVENUE SERVICE ENROLLED AGENT (EA)
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CERTIFIED ESTATE ADVISOR (CEA)
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CERTIFIED SENIOR ADVISOR (CSA)
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CHARTERED SENIOR FINANCIAL PLANNER (CSFP)
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LICENSED SERIES 6 AND 63 SECURITIES
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LICENSED REAL ESTATE BROKER
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MEMBER OF AICPA
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MEMBER OF CALIFORNIA SOCIETY OF CPA’S
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MEMBER OF NATIONAL ASSOCATION OF ENROLLED AGENTS
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MEMBER OF SOCIETY OF CERTIFIED SENIOR ADVISORS
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MEMBER OF NATIONAL ASSOCIATION OF FINANCIAL AND ESTATE PLANNING
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MEMBER OF ASSOCATION OF CHARTERED SENIOR FINANCIAL PLANNERS
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MEMBER OF AMERICAN SOCIETY OF TAX PROBELM SOLVERS
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