Certifications & Memberships

Mark’s Certifications and Memberships:

Certifications:

  • Certified Public Accountant: 1984 – Present
  • Personal Financial Specialist: 2005 – Present
  • Registered Life Planner: 2015 – Present
  • Certified College Planning Specialist: 2004 – Present
  • Licenses – 7, 24, 63, 65, Life & Health, Mortgages
  • 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 Institute of Certified College Planners (NICCP): 2004-Present
  • 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 College Planning Specialist: 2004 – Present
  • Licenses – 7, 63, 65, Life & Health
  • Certified in Long Term Care: 2009 – Present

Memberships:

  • American Institute of CPAs: 1989-Present member of Personal Financial Planning Division
  • New Jersey Society of CPAs: 1989-Present
  • National Institute of Certified College Planners (NICCP): 2004-Present
  • The Corporation of Long Term Care Certification: 2009 – Present
  • American Association for Long Term Care Insurance: 2010 – Present