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 received his series 7 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 for the maximization of lifetime income and family wealth preservation and the administration of estates and trusts. In this difficult time of financial volatility and turmoil, our financial planning group has had great success in protecting the safety and longevity of our clients' assets that are under our management.