Gary S. Mannuzza Jr., CPA, CFP®
Managing Member
Gary has over 20 years of experience in public accounting, taxation, and financial consulting. As a licensed Certified Public Accountant (CPA), Certified Financial Planner (CFP®) and investment adviser representative, and life and health insurance producer, he offers clients a truly comprehensive approach to their financial lives while overseeing the day-to-day operations of the firm.
His professional background is rooted in advanced tax planning and compliance, with a specialization in individual, partnership, and corporate taxation. Gary also has extensive experience in accounting and auditing for small to mid-sized businesses, which enables him to offer insights that not only ensure compliance but also enhances performance and strategic growth.
Gary is known for his strong work ethic, attention to detail, and unique ability to connect with clients on both a technical and personal level. He believes the foundation of every successful financial plan is a relationship built on trust, transparency, and ongoing communication. Whether navigating complex tax issues, structuring investment strategies, or optimizing business operations, Gary brings a forward-thinking mindset and a client-first approach to every engagement.
A respected leader in the profession, Gary serves on the Board of Trustees for the New Jersey Society of Certified Public Accountants (NJCPA) and is a past President of the Union County Chapter of the NJCPA. He is also an active member of the American Institute of Certified Public Accountants (AICPA) and gives back to his local community as a Commissioner of the Housing Authority of the City of Linden, NJ, his hometown.
Outside the office, Gary treasures spending time with his wife and two sons. He enjoys weekend getaways, boating, and staying active through sports. Whether it’s a family vacation or a backyard game of catch with his sons, Gary values every opportunity to create lasting memories and maintain strong personal relationships.