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...
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...
Read more
Albert Guo
Wealth Management Assistant
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....
Read more
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...
Read more