Broker Check
Peter Neuberg

Peter Neuberg

Senior Partner, Sole Owner

Peter Neuberg, CPA/PFS, has been practicing for over 30 years. He received his Bachelors of Science degree from New York University business school. Peter is a licensed CPA in New Jersey and New York. He received his certification as a Personal Financial Specialist (PFS) in 1998 and received his certification as a Certified Fund Specialist (CFS) in 1999. Additionally, Peter has a license in life & health insurance and is a certified estate advisor (CEA). He has his FINRA Series 7 (General Securities Representative) license.

Peter is a member of the American Institute of Certified Public Accountants, New Jersey Society of Certified Public Accountants, the National Association of Tax Professionals, and the Financial Planning Association. Over his extensive years in practice, Peter has developed expertise in the areas of retirement planning, generational wealth planning, and the administration of estates and trusts. During times of financial volatility and turmoil, our financial planning group puts the needs of our clients first.

CFS, PFS, CAS Certificates