Cpa Pfs J. Joseph Roman Email and Phone Number
Managing Director And Senior Wealth Advisor
at
Main Street Investment Advisors, Llc
Cpa Pfs J. Joseph Roman Company Details
Location
Moorestown, New Jersey, United States
Website
Industry
Financial Services
Cpa Pfs J. Joseph Roman's Current Company
Main Street Investment Advisors, Llc
Industry | Financial Services | |
Location | Moorestown, New Jersey, United States |
Industry | Financial Services | |
Location | Moorestown, New Jersey, United States |
Cpa Pfs J. Joseph Roman's Experience and Education
Zook Dinon & Roman P.A
Principal
1988 to 2006
Managing Director And Senior Wealth Advisor
2021-02 to Unknown
Omaha, Nebraska, United States
John D Zook Cpa
Staff Accountant
1984 to 1985
Adjunct Instructor
2021-01 to Unknown
Philadelphia, Pennsylvania, United States
Managing Director And Senior Wealth Advisor
1999-05 to Unknown
Moorestown, New Jersey, United States
La Salle University
Bachelor Of Science in Accounting
1980 to 1984
Philadelphia, Pennsylvania, United States
Frequently Asked Questions about Cpa Pfs J. Joseph Roman
What company does Cpa Pfs J. Joseph Roman work for?
Cpa Pfs J. Joseph Roman works for Main Street Investment Advisors, Llc
What is Cpa Pfs J. Joseph Roman's role in his workplace?
Cpa Pfs J. Joseph Roman's role in his workplace is
Managing Director And Senior Wealth Advisor .
Which industry does Cpa Pfs J. Joseph Roman work in currently?
Cpa Pfs J. Joseph Roman works in the industry
Financial Services.
What schools did Cpa Pfs J. Joseph Roman attended?
Cpa Pfs J. Joseph Roman attended
Widener University,
La Salle University,
and
Father Judge High School.
What are some of Cpa Pfs J. Joseph Roman's skills?
Cpa Pfs J. Joseph Roman has skills like
Cpa,
High Net Worth Individuals,
Tax Research,
Estate Planning,
Tax Advisory,
Tax Preparation,
Tax Accounting,
Income Tax,
College Funding Strategies,
Wealth Management,
Personal Financial Planning,
Registered Investment Advisor,
Strategic Financial Planning,
Investment Advisory,
Tax,
and
Accounting.
Who are Cpa Pfs J. Joseph Roman's colleagues?
Cpa Pfs J. Joseph Roman's colleagues are
Kimberly Monaghan,
Joel Davis,
Msfp Joel M. Davis,
Msfp Joel M. Davis,
Rebecca Iacopelli,
Msfp Joel M. Davis,
Joel Davis,
Msfp Joel M. Davis,
Kimberly Monaghan,
and
Rebecca Iacopelli.
Who are Cpa Pfs J. Joseph Roman's peers at other companies?
Cpa Pfs J. Joseph Roman's peers at other companies are
Dan Owens,
Patrick Shaw,
Peter Karadimas,
Susan Miller,
Joseph Mcbride,
Patrick Kimbrough,
and
Pamela Thompson.