Frank Nardi, CPA, CFP, ESQ. - Managing Partner
With over 20 years of public accounting experience, Frank is both a licensed CPA and an attorney in New Jersey and New York. His accounting and legal background make him uniquely qualified to handle complex personal and business taxation, and financial planning issues. He also provides financial planning services to individuals and business clients as a licensed Independent Registered Representative.
Frank has served as president of the Accounting, Financial and Tax Professionals of New Jersey. He is currently a member of the National Society of Accountants, the New Jersey Society of Certified Public Accountants and the New Jersey State Bar Association.
Frank is a graduate of Rutgers University where he received a Bachelor of Science degree in Accounting. He holds a Juris Doctorate from New York Law School.