Philip C. Roventini CPA/PFS is as an Investment Advisor Representative. Owner Philip Roventini is a Certified Public Accountant licensed in New York and New Jersey. He has a BBA from Pace University in Accounting Practice. Philip started his own firm in 1981 and has been offering financial services since 1992. He holds the following designations:
Certified Public Accountant
Licensed in New York and New Jersey
Personal Financial Specialist
One of approximately 7,000 CPAs to hold this designation
Chartered Financial Consultant
Received designation in 2002 from The American College
Chartered Mutual Fund Counselor
Received designation in 2000 from The College for Financial Planning
Chartered Retirement Plans Specialist
Received designation in 2003 from The College for Financial Planning
CEA/Tax
Certificate of Achievement Award in Taxation of Closely Held Businesses
CEA/Estate Planning
Certificate of Achievement Award in Estate Planning
Certified QuickBooks ProAdvisor
Desktop 2015
Certified Specialist in Estate Planning
Received designation from The National Institution for Excellence in Professional Education in 1999