Robert Russo, CPA, CFP®
Member
Bob is a valued member of the firm, bringing more than four decades of expertise in accounting and financial planning. He earned both his Bachelor of Science in Accounting (1981) and his Master of Business Administration in Finance (1986) from Seton Hall University.
A Certified Public Accountant since 1993, he has continually expanded his qualifications to better serve clients’ evolving financial needs. He became a registered general securities representative in 1998, earned the AICPA’s prestigious Personal Financial Specialist (PFS) designation in 1999, and obtained his Certified Financial Planner™ (CFP®) certification in 2015. He also holds a New Jersey Life insurance license, obtained in 2005.
With deep, hands-on experience in tax, estate, retirement, business, and income tax planning, Bob takes a comprehensive approach to helping clients build, preserve, and transition wealth. He is an active member of the American Institute of Certified Public Accountants (AICPA), the New Jersey Society of Certified Public Accountants (NJCPA), and the National Association of Tax Preparers (NATP).
Beyond his professional practice, Bob has demonstrated a long-standing commitment to public service and community engagement. He served as Treasurer and a member of the Board of Trustees for the East Coast Greenway Alliance from 2010 to 2019, supporting efforts to expand and preserve a 3,000-mile trail network for public use. In 2021, he was appointed to the board of the September 11th National Memorial Trail Alliance, helping guide the development of a commemorative trail honoring the legacy of 9/11.