Broker Check

YOUR TEAM OF EXPERTS

Transparent. Uncompromising.

Joseph P. Beck CPA, CFP.

Managing Member

Joseph Beck has been a New York State CPA since 1986, Securities licensed since 1999, and Insurance licensed since 2004.His specialties include retirement plan setup and management for individuals and small businesses, as well as...

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Raymond Beck

Office Manager

Raymond Beck, our Client Liaison and Office Manager, has over 20 years of experience in the hospitality industry, where there's never a name or a face he forgets. He understands the value and importance of your relationship with us and...
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Albert Guo

Financial Planning Associate

Albert Guo has multiple years of experience working in the Wealth Management industry servicing clients financial planning needs. As a New York native, he attended Fordham University, graduating with a Bachelors of Arts in Economics....
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Hang Yin

Tax Accountant

Hang Yin, MBA, graduated with a Bachelor's degree in Accounting from Northeast Agricultural University of Harbin, China, and furthered her education with a Masters of Business Administration in Accounting from Hawaii Pacific University...
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Vincent Sangpo

Bookkeeper & Administrative Assistant

Vincent is currently pursuing an undergraduate degree at CUNY Baruch College, majoring in finance. He previously worked as an operations analyst and a bookkeeper at another company for two years and is currently aspiring to participate...
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