Deprecated: Hook elementor/widgets/widgets_registered is deprecated since version 3.5.0! Use elementor/widgets/register instead. in /home/customer/www/financialengineeringllc.com/public_html/wp-includes/functions.php on line 5758 Home - Financial Engineering, LLC
Skip to content
Some time ago I decided to leave audit work because it dealt with after the fact financial history. I noticed there was a gap in the clients financial world for both taxes and finances. I wanted to use my 30 plus years of experience to improve everyone's finances not just record them.
Thus, I expanded my knowledge by adding holistic financial planning to my tax experience. Now I can help you set up your personal and business financial goals by creating small and manageable steps. I will educate you, in plain English, to reduce your stress level, so you understand your options, make informed decisions, and take action.
I've also audited large 401K plans for DOL required compliance. I further leveraged this knowledge and obtained my CPFA designation. So, I could provide 401k plan advisor guidance to employers as well.
I have integrated my CPA tax and audit knowledge with my Financial Planning skills to provide you the best possible outcome. So, let's create a plan that’s "Geared to Strengthen your Financial Future."
Bachelor of Science, Accounting, Rutgers the State University, Business School