PRINCIPAL

Philip C. Roventini, CPA/PFS,
CSEP, CMFC, CHFC, CRPS

Philip C. Roventini has over thirty-five years of diversified public accounting experience. He holds the following designations:

Certified Public Accountant
Licensed in New York and New Jersey.

Personal Financial Specialist
One of only 3,200 CPA’s to hold this designation.

Certified Specialist in Estate Planning
Received designation from The National Institution for Excellence in Professional Education in 1999.

Chartered Mutual Fund Counselor
Received designation in 2000 from The College for Financial Planning.

Chartered Financial Consultant
Received designation in 2002 from The American College.

Chartered Retirement Plans Specialist
Received designation in 2003 from The College for Financial Planning.

CEA/Estate Planning
Certificate of Achievement Award in Estate Planning.

CEA/Tax
Certificate of Achievement Award in Taxation of Closely Held Businesses.