Member profile

As a CPA and CFP®, my specialty is successfully guiding professionals and business owners through the financial challenges affecting each stage of their lives. Whether it’s helping clients build a strong financial foundation at the start of their career or developing strategies for minimizing taxes and growing their business, my goal is to provide customized accounting and consulting services to meet their needs. In my role as Managing Partner of Bernstein & Punturo, LLP, I provide a broad array of tax and accounting services to individuals and businesses. A 20+ year veteran of the industry, my experience includes working within top companies as well with large accounting firms helping diverse clientele with their financial and tax issues. I became a CFP® because I saw a lack of tax-oriented investment professionals. I founded Punturo Financial Services, Inc. in order to provide clients with comprehensive financial solutions, including investment management, retirement, tax preparation and estate planning. Although my clients come from a broad range of industries and professions, I have particular expertise working with Dentists, Doctors, Real Estate Professionals, Attorneys, Restaurants, and various wholesale, retail and manufacturing businesses. My specialties Include: • Wealth Management • Accounting • Tax Minimization Strategies • Personal Financial Planning • Trust & Estate Planning • Investment management • Insurance