Broker Check
Robert Russo, CPA CFP

Robert Russo, CPA CFP

Managing Member

  • Associated with the firm since 1982
  • Bachelor of Science degree in Accounting from Seton Hall University in 1981
  • Master of Business Administration in Finance from Seton Hall University in 1986
  • Certified Public Accountant since 1993
  • Registered General Securities representative since 1998
  • Personal Financial Specialist since 1999
  • Certified Specialist in Estate Planning since 1999
  • Member of the American Institute of Certified Public Accountants, the New Jersey Society of Certified Public Accountants, the New York Society of Certified Public Accountants, and the National Association of Tax Preparers
  • Member — Financial Services Institute
  • Obtained New Jersey Life Insurance license in 2005
  • Extensive experience in tax, estate, retirement, business, financial, and income tax planning
  • Appointed as the Treasurer and member of the Board of Trustees of East Coast Greenway Alliance on January 29, 2010. The purpose of the organization is to promote the establishment, preservation, sound management, maintenance, safe use, and enjoyment of the East Coast Greenway Trail Network by the general public.
  • CFP professional