Great wealth management companies need exceptional talent when it comes to tax and financial planning. The starting point is always experience and the right credentials.
Fred LaMarca, a Managing Partner, passes the litmus test on both of these. In addition to his workplace skills, Fred has over 30 years’ experience and primarily focuses on providing tax and wealth management services to both businesses and individuals. Fred is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant. Former chairman of the board of the Staten Island Chamber of Commerce – and past president of the Staten Island Chapter of the New York State Society of CPA’s, he has been a recipient of numerous distinguished service and public service awards. Fred holds a BBA and MBA, both with honors in accounting from Pace University, a prestigious New York university whose very motto is “Work toward greatness. Fred LaMarca has been living up to these very words his entire professional life.