How can you be an active participant in your own success?
Work with a CPA like Romeo Bertolini.
Beginning his career as an equity trader, Romeo got a hands-on view of the financial industry and both the opportunities and risks associated with various financial strategies. But he recognized that, for most people, stocks were just one element in creating lifetime financial well-being. So he decided to take a more active role in clients’ business affairs by becoming a Certified Public Accountant. He joined Laufer LLP in 2003 and was made a Principal of the firm in 2013.
Romeo is a genuine people person with a keen interest in helping clients solve their problems. Clients who work with Romeo find him a patient teacher and insightful guide in building both their business enterprises and secure financial futures for their families.
Nothing is more exciting to Romeo than helping clients develop and execute sound – and diversified – strategies for business growth. He can readily help a business owner identify unnecessary expenditures, negotiate more favorable vendor agreements, obtain financing for expansion and create workable plans for both growth and succession. His experience spans a range of industries, including franchises, food and hospitality and real estate.
Romeo holds Series 7, 63 and 55 securities licenses. He received a BA from City University of New York’s Queens College. He and his wife have two daughters. When he is not working on client financial issues, he can often be found managing some of his family’s rental property or schmoozing with customers at a family-owned restaurant.
Romeo can be reached at 631.822.1736 or email@example.com.
Nothing is more exciting to me than watching my clients grow. I love this business.
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