Broker Check

171 East Ridgewood Avenue
Suite 201
Ridgewood, NJ 07450


Anthony Passerino, CPA/PFS

(201) 447-4997


Mission Statement

At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

What a CPA/PFS Can Do for You

A CPA Personal Financial Specialist (CPA/PFS) must adhere to rigorous professional standards and ethics which means they will take the time to first UNDERSTAND YOU so they can put YOUR INTEREST FIRST.

Having "CPA/PFS" means they have earned a level of distinction among financial planners. The CPA profession reputation is built on consistent competence, objectivity, and integrity.  A CPA/PFS won't ask for your trust, they will earn it.

A CPA/PFS will:

  • apply their training, experience, testing and education as CPAs to your financial situation, distinguished from other financial planners;

  • demonstrate experience and continued learning in the topic of personal financial planning; and

  • coordinate your financial life by integrating your goals, tax situation, and financial plan in a holistic way.