NEW JERSEY Florham Park: T: (973) 218-0500
Experience
Angela is a partner in the Business Management and Family Office group, specializing in planning, money management assistance, investment portfolio tracking, and a variety of other services tailored to each client’s individual needs. As a CERTIFIED FINANCIAL PLANNER™, she has experience guiding clients on how to best meet their personal financial goals with strategies designed to help them protect and preserve wealth for generations to come.
Angela was an executive director at Untracht Early, which joined Citrin Cooperman in 2022. During her tenure with Untracht Early, Angela also served in the roles of senior manager in the firm’s assurance practice, as well as a member of both the quality control team and the peer review team. Prior to joining Untracht Early, her experience included working with a Big Eight accounting firm and with public company clients and SEC filings.
CREDENTIALS
Education
Bachelor of Arts in Economics and Business, Lafayette College
Licenses
Angela is a Certified Public Accountant in the state of New Jersey and has been licensed as a CERTIFIED FINANCIAL PLANNER™ by the CFP Board.
Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
Trustee, New Jersey Society of Certified Public Accountants Scholarship Fund
Former Chair, New Jersey Society of Certified Public Accountants Student Programs and Scholarship Committee
Member, New Jersey Society of Certified Public Accountants
Get in touch with Angela Garofalo today.
Fill out the form below to get in direct contact with Angela Garofalo and start your personalized consultation journey.
Get in touch with Angela Garofalo today.
Fill out the form below to get in direct contact with Angela Garofalo and start your personalized consultation journey.