Philip Roventini

Philip Roventini has 30 years of experience as a Certified Public Accountant (CPA) serving clients in Northern New Jersey and New York’s Hudson Valley. More than a CPA, Mr. Roventini has earned a number of credentials, including Certified Specialist in Estate Planning, Chartered Mutual Fund Counselor, Chartered Financial Consultant, and Chartered Retirement Plans Specialist. These certifications indicate he has completed specialized training and met industry group requirements regarding certain aspects of financial planning.

In addition, Philip Roventini became a Personal Financial Specialist (PFS). Given by the American Institute of Certified Public Accountants, the PFS designation describes only 3,200 CPAs presently. To earn this credential, one must serve as a CPA for at least three years, pass a written exam, and complete 60 credit hours of continuing education every three years. PFS recipients must also specialize in financial planning and wealth management.

Philip Roventini also holds Certificates of Educational Achievement in Estate Planning and Taxation of Closely Held Businesses. In meeting these requirements and earning a PFS designation, he has completed extensive professional education to guide clients as a financial planner and CPA.

Prospective clients can reach Mr. Roventini by e-mail at [email protected].