Mark Sheptoff Financial Planning, LLC

Description

Personal Financial Specialist Registered Investment Advisor Certified Public Accountant Mark Sheptoff started his own financial planning business in 1997 after becoming a Personal Financial Specialist in 1996 through the AICPA and a Registered Investment Advisor through the SEC. In 1975 Mark co-founded one of the larger independent CPA firms in Connecticut, Sheptoff, Reuber & Company , P.C., in 1969; graduate of Central Connecticut State University; member of the American Institute of Certified Public Accountants, PFS Division of the AICPA, and Connecticut Society of Certified Public Accountants; member of the Board of Directors of Glastonbury Bank & Trust from 1978 to 2000; former member of the Board of Directors of TD Banknorth Connecticut; member of the Board of Directors of The Rushford Center; member of CPC Foundation Board; recognized by Fidelity Investments in 2000 for investment firm growth, and utilized in national advertising by Fidelity; recognized by Wealth Manager magazine in their annual survey of Independent Investment Advisors for 8 years, 2003-2010 as one of the Leading Wealth Management firms in the U.S. Also, recognized as a Top Registered Investment Advisor by Financial Advisor magazine in 2006, 2007, 2008, and 2010. MSheptoff@MarkSheptoff.com

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