I joined Abbondandolo Wealth Management to help our next generation clients create strategies to achieve all of life’s important milestones. From funding a college education to preparing for retirement, I specialize in creating flexible financial strategies that put our clients on the path to their goals.
I especially enjoy helping young professionals and families prepare for the future while building comfortable lifestyles. My background in accounting gives me the insight I need to make sure our clients are prepared for ever-rising taxes.
Clients appreciate my ability to listen well and use technology to help them streamline their finances. I’m always on the lookout for new ways to use technology to simplify my clients’ lives.
I hold a B.S. in Accounting from Florida Gulf Coast University as well as a Masters in Taxation from SUNY Old Westbury. I became a licensed CPA in New York in 2016. I also obtained my Accredited Investment Fiduciary designation in 2017 to better serve our clients.