Neil G. Carousso is a CERTIFIED PUBLIC ACCOUNTANT (CPA), CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) for individuals, families and small business owners. The ability to make good financial choices, communicate complex ideas simply and to keep a watchful eye has placed Neil as overseer of his clients' investment assets. His experience in business and personal financial decision making are brought to bear in developing well thought out approaches in the areas of tax, retirement planning, estate planning and risk management.
Neil G Carousso is a professional whose financial acumen and ability to act decisively were honed by an exemplary educational background. As an undergraduate, Neil graduated cum laude from St. Johns University with a B.S degree in Accounting. A Masters Degree in Taxation further enhanced the detail of his knowledge. Following his lifelong passion for knowledge, Neil completed all the requirements to become a Certified Financial Planner™ practitioner, which included a rigorous 10-hour board approved examination and passing an extensive background check.
Neil is a Registered Securities Representative licensed in AZ, CA, CT, DC, FL, GA, IL, MA, MD, NC, NJ, NY, PA, TX, VT, and WA with NGC Financial, LLC, (member FINRA/SIPC). Neil is also a registered investment advisor with NGC Financial, LLC in the states of New York and Florida.
Neil's professional memberships and associations include:
- American Institute of CPA's® (AICPA)
- New York State Society of CPA's (NYSSCPA)
- Financial Planning Association™ (FPA)
- National Association of Tax Professionals (NATP)