Mark J. Mauro – CPA, PFS, RLP, CFF
CPA/Financial Life Planner/Behavioral Investment Advisor
A student of his craft since 1982, Mark holds 15 financial certifications and licenses, bringing a well rounded set of skills to his clients.
Possessing the unique combination of being a CPA/Financial Life Planner, Mark’s clients get the best of both worlds – a CPA’s knowledge of business, individual and tax matters plus a Financial Life Planner’s perspective of a business or family’s financial issues.
For the seventh year, Mark was named a Five Star Wealth Manager award winner as one of the top 1% Financial Professionals in NJ, chosen out of 38,000 financial professionals.
Maria Muth – CPA, PFS, RLP, CLTC, CFF
CPA/Financial Life Planner/Behavioral Investment Advisor
“The best CPA I’ve ever worked with” is Mark’s common refrain when speaking about Maria.
A 1988 Rutgers grad, Maria brings years of deep and diversified experience and 12 financial certifications and licenses to the table, specializing in complex accounting and tax issues, and is a highly skilled Financial Life Planner.
Maria is also one of NJ’s premier Long Term Care experts, having achieved the status of a Certified Long Term Care Specialist. Our clients reap the benefits of Maria’s diverse set of skills.
