Tj Acerra, Cpfa®

Tj Acerra, Cpfa® Email and Phone Number

Wealth Advisor providing Financial & Tax PlanningFounder of Avail Wealth Group @ Avail Wealth Group
Tj Acerra, Cpfa®'s Location
Red Bank, New Jersey, United States, United States
Tj Acerra, Cpfa®'s Contact Details

Tj Acerra, Cpfa® work email

Tj Acerra, Cpfa® personal email

n/a
About Tj Acerra, Cpfa®

Securities and Advisory Services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Tj Acerra, Cpfa®'s Current Company Details
Avail Wealth Group

Avail Wealth Group

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Wealth Advisor providing Financial & Tax PlanningFounder of Avail Wealth Group
Tj Acerra, Cpfa® Work Experience Details
  • Avail Wealth Group
    Founder & Wealth Advisor
    Avail Wealth Group Mar 2022 - Present
    Avail Wealth Group’s mission is simple, to provide individuals and business owners with all the financial resources they need in one place. Our firm treats you like family and will provide financial peace of mind by developing lifelong trusted relationships. Proud to be a partner at Gladstone Wealth Partners & member of Financial Resources Group.
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  • Massmutual
    Wealth Management Advisor
    Massmutual Jan 2013 - Mar 2022
    Springfield, Massachusetts, Us
    Assisted families and business owners in building their financial freedom. Managing Partner of the Attorney Advisor Group. Offered a total financial needs analysis through my network of experienced professionals with detailed knowledge in advisory services, individual insurance protection, asset accumulation strategies, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
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  • Stephen A. Shebell, Cpa
    Tax Associate
    Stephen A. Shebell, Cpa Feb 2013 - Apr 2014
    Conducted a wide variety of accounting related work not limited to but including tax preperation, bookkeeping, client services, and administrative support.
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Tj Acerra, Cpfa® Skills

Time Management Finance Social Networking Public Speaking Leadership Accounting Sales Investments Customer Service Financial Services Social Media Financial Reporting Retirement Planning Tax Income Tax Bookkeeping Financial Analysis Teamwork Life Insurance Marketing Insurance Economics Securities Communication Family Business Research Negotiation Financial Advisory Financial Planning Portfolio Management Risk Management Estate Planning 401 Retirement Savings Plans Business Management Retirement Savings Retirement Income Strategies Qualified Retirement Plans Oral Communication Analysis Quickbooks Data Analysis Bank Reconciliation Spss Journal Entries Fundraising Outlook Access Spreadsheets

Tj Acerra, Cpfa® Education Details

  • Monmouth University
    Monmouth University
    Concentration In Accounting
  • Gettysburg College
    Gettysburg College
    Economics & Psychology

Frequently Asked Questions about Tj Acerra, Cpfa®

What company does Tj Acerra, Cpfa® work for?

Tj Acerra, Cpfa® works for Avail Wealth Group

What is Tj Acerra, Cpfa®'s role at the current company?

Tj Acerra, Cpfa®'s current role is Wealth Advisor providing Financial & Tax PlanningFounder of Avail Wealth Group.

What is Tj Acerra, Cpfa®'s email address?

Tj Acerra, Cpfa®'s email address is s0****@****uth.edu

What schools did Tj Acerra, Cpfa® attend?

Tj Acerra, Cpfa® attended Monmouth University, Gettysburg College.

What are some of Tj Acerra, Cpfa®'s interests?

Tj Acerra, Cpfa® has interest in Children, Civil Rights And Social Action, Outdoor Activities, Environment, Education, Physical Fitness, Science And Technology, Disaster And Humanitarian Relief, Enjoy Traveling, Human Rights.

What skills is Tj Acerra, Cpfa® known for?

Tj Acerra, Cpfa® has skills like Time Management, Finance, Social Networking, Public Speaking, Leadership, Accounting, Sales, Investments, Customer Service, Financial Services, Social Media, Financial Reporting.

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