Mark’s Certifications and Memberships:
Certifications:
- Certified Public Accountant: 1984 – Present
- Personal Financial Specialist: 2005 – Present
- Registered Life Planner: 2015 – Present
- Certified Financial Fiduciary: 2019-Present
- Certified College Planning Specialist: 2004 – 2018
- Licenses – 7, 24, 63, 65, Life & Health
- Certified Tax Resolution Specialist: March 2000 – June 2001
- Certified Business Appraiser: October 1989 – December 2003
- Accredited Member – ASA Business Appraiser: March 1989 – May 2001
Memberships:
- American Institute of CPAs: 1984-Present, Member of Personal Financial Planning Division
- New Jersey Society of CPAs: 1984-Present
- National Association of Certified Financial Fiduciaries: 2019-Present
- National Institute of Certified College Planners (NICCP): 2004-2018
- American Society of IRS Problem Solvers: October 1999 – June 2001
- The Institute of Business Appraisers: October 1989 – December 2003
- American Society of Appraisers: March 1989 – May 2001
Maria’s Certifications and Memberships:
Certifications:
- Certified Public Accountant: 1988 – Present
- Personal Financial Specialist: 2006 – Present
- Registered Life Planner: 2015 – Present
- Certified in Long Term Care: 2009 – Present
- Certified Financial Fiduciary: 2019-Present
- Certified College Planning Specialist: 2004 – 2018
- Licenses – 7, 63, 65, Life & Health
Memberships:
- American Institute of CPAs: 1989-Present member of Personal Financial Planning Division
- New Jersey Society of CPAs: 1989-Present
- National Association of Certified Financial Fiduciaries: 2019-Present
- The Corporation of Long Term Care Certification: 2009 – Present
- American Association for Long Term Care Insurance: 2010 – Present
