Team Vito Abbondandolo, CPA, PFS, CIMA®, CPWA®,RMA® Founder & Chief Investment Officer 516-674-9229 516-674-9861 Vito@awmny.com I founded Abbondandolo Wealth Management because I wanted the people in my community to have prudent and unbiased financial advice. My team and I specialize in helping business owners, executives, and independent professionals protect their financial lives and grow their wealth. What makes us different is that we want to serve as your personal Chief Financial Officer. We offer holistic financial care that helps you run the numbers on your financial goals and puts you on the path to achieving them. We also help you keep more of your time by coordinating every aspect of your financial life.I enjoy the intellectual challenge of helping my clients develop strategies to pursue their goals. Helping people put their financial lives in order also gives me a feeling of personal satisfaction. I still continuously update my skills and knowledge to better help my clients navigate their personal financial challenges.I received my B.S. in Accounting and M.S. in Taxation from Long Island University and am licensed as a CPA in New York. I am a member of the American Institute of Certified Public Accountants (AICPA) and New York State Society of CPAs.To improve my skills as an asset manager, I received the Certified Investment Management Analyst® CIMA® certification. The CIMA® certification is awarded to professionals who have met extensive experience and ethical requirements and have successfully completed advanced investment management consulting coursework at the University of Pennsylvania Wharton School of Business. Only 3 percent of US financial advisors hold CIMA® certification.In order to serve our high net worth clients, I received the Certified Private Wealth Advisor designation CPWA®. The CPWA designation signifies that an individual has met initial and on-going experience, ethical, education, and examination requirements for the professional designation, which is centered on private wealth management topics and strategies for high net worth clients. CPWA® designees have completed a rigorous educational process that includes an in-class education component at The University of Chicago Booth School of Business, and successful completion of a comprehensive examination.I also hold the Personal Financial Specialist (PFS) credential. It is the only financial planning credential that requires a CPA license and is only granted to those CPAs who have specialized financial planning education, years of real-world experience, and who pass a rigorous exam.In addition, I also hold the Retirement Management Advisor (RMA) designation which signifies that an individual has met initial and on-going experience, ethical, education, and examination requirements for the professional designation, which is centered on retirement management topics and strategies. RMA designees have completed a rigorous educational process that includes an online course, in person educational Capstone and successful completion of a comprehensive examination.Why are these credentials important? They represent years of professional experience, rigorous study, and a relentless pursuit of excellence. I also enjoyed using my knowledge to help future financial professionals improve their skills. I was a faculty member at Queens College from 2009-2014, in the Department of Accounting & Information Systems. I taught courses in Taxation at both the graduate and undergraduate level. Brian Abbondandolo, CPA, AIF® Investment Advisor Representative 516-674-9229 516-674-9861 email@example.com 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.I started investing at a young age and became fascinated by the idea of putting money to work. I enjoy the fast-paced nature of our industry and I appreciate the intellectual challenge of helping my clients thrive in uncertain markets. I strongly believe in the power of financial planning to change my clients’ lives for the better and I am proud to play a part in their success. Part of what makes me useful to my clients is 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 graduated from Florida Gulf Coast University in 2010 with a B.S. in Accounting. In 2016 I graduated from the College at Old Westbury State University of New York with a M.S. in Taxation. In 2016, I also became a licensed CPA in New York and member of the American Institute of Certified Public Accountants. In 2017, I received the Accredited Investment Fiduciary (AIF) designation. Only Accredited Investment Fiduciary® (AIF®) Designees have been certified specifically for their ability to follow a fiduciary process with their clients’ best interests at heart. To better serve my clients I am also preparing to take the Certified Financial Planner examination in July 2022. Carol Mammone, CPA Investment Advisor Representative 516-674-9229 516-674-9861 firstname.lastname@example.org I am a licensed CPA in New York and an investment advisor representative with over 25 years of experience helping individuals and small business owners tackle their complex financial problems. I also enjoy working with women who may be taking control of their finances for the first time. Together, we explore their financial situation and create strategies to protect their future.As a CPA, I’m trained to look at my client’s entire financial picture to help ensure that everything is working as part of a logical whole.I received my B.S. in Accounting from Brooklyn College in 1991 and became a licensed CPA in New York in 1995. I am a member of the American Institute of Certified Public Accountants, and the New York State Society of CPA's. Have a Question? 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