Our Team

CPA/PFS, Partner

Vito received both his B.S. in Accounting and M.S. in Taxation from Long Island University. Vito is licensed as a CPA in  New York and Florida. He established the firm in 1989 and this year marks the firms 27th year in business. He specializes in small – medium size businesses and high net worth individuals. He’s a member of the American Institute of Certified Public Accountants (AICPA) and New York State Society of CPA’s.

Vito holds the Personal Financial Specialist (PFS) credential. It is the only financial planning credential that requires having a CPA license first.  The AICPA grants the PFS only to those CPAs who have specialized financial planning education, thousands of hours of real-world experience and who pass a rigorous exam. The combination of a CPA and the PFS credential signifies a highly-qualified professional prepared to discuss all aspects of financial planning including estate, retirement, investment and education planning along with their potential tax implications. He’s also a member of the AICPA Personal Financial Planning (PFP) Section.

Vito also holds the Certified Investment Management Analyst ®certification, administered by Investment Management Consultants Association®.  The CIMA® certification identifies individuals who have met extensive experience and ethical requirements and have successfully completed advanced investment management consulting coursework provided at The Wharton School, University of Pennsylvania.  CIMA® professionals must also pass a qualification exam and a certification exam covering a wide range of in-depth investment topics. Only 2 percent of financial services professionals hold CIMA® certification.

He also holds the Certified Private Wealth Advisor® certification.  The CPWA® certification is the only advanced credential designed for financial advisors and consultants who work with high-net-worth clients on the life cycle of wealth.  The CPWA® marks identify those individuals who have met the experience requirements,  have successfully completed coursework in advanced wealth management strategies at The University of Chicago Booth School of Business, and have passed a comprehensive examination covering the following areas: advanced tax planning, asset protection, executive compensation plans, stock options, tax efficient portfolios, business planning, retirement planning, charitable planning, and estate planning.

He is also the President of Abbondandolo Wealth Management Corp (AWM), a registered investment advisor with the United States Securities and Exchange Commission.  AWM provides fee-only investment management services for clients and is committed to maintaining absolute transparency in it’s business model.

In addition, Vito was a faculty member at Queens College in the Department of Accounting & Information Systems. He taught courses in Taxation at both the graduate and undergraduate level. He was a faculty member from 2009 – 2015.

CPA, Partner

Carol received her B.S. in Accounting from Brooklyn College in 1991 and became a licensed CPA in New York in 1995.  She joined the firm in 2006.  Carol has over 20 years experience with small business and individuals preparing financial statements and income tax returns. She also handles estate and trust income tax matters. 

Carol is also an Intuit Certified ProAdvisor for Quickbooks Online and an investment advisor representative for Abbondandolo Wealth Management Corp, a registered investment advisor with the SEC.

Carol is a member of the American Institute of Certified Public Accountants and New York State Society of CPA’s.

Tax Manager

Brian graduated from Florida Gulf Coast University in 2010 with a B.S. in Accounting and became a licensed CPA in New York in 2016. He joined the firm in 2010 as a staff accountant and his duties include financial statement and tax return preparation. In addition, he provides monthly accounting services for our clients and prepares payroll and sales tax returns. He also assists our clients with QuickBooks conversions. In 2017, Brian recieved his M.S. in Taxation from College at Westbury SUNY. Brian is also an investment advisor representative for Abbondandolo Wealth Management Corp, a registered investment advisor with the SEC.

To better serve his clients he recently became a CERTIFIED FINANCIAL PLANNER™. The CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to the CFP Board’s ethical standards that require them to put their clients’ interests first. CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together.