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Angelina La Rocca
Family Office Accountant at Certuity
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Work Experience
Family Office Accountant
Present
Accounting Clerk/ Tax Preparer
Present
Accounting Clerk/ Contributions Specialist
Present
Company Details
11-50 Employees
Certuity is a wealth management and multifamily office firm. We provide independent and holistic financial guidance to entrepreneurs, business leaders, and high-net-worth families. As an independent Registered Investment Advisor held to the fiduciary standard, we act in our clients’ best interests so they can achieve their goals for today, tomorrow, and generations to come.
Year Founded
2003
Social Media
Linkedin
Industry
Financial Services
HQ Location
1295 US Highway 1 North Palm Beach, Florida 33408, US
Keywords
Wealth ManagementFamily OfficeMultifamily OfficeFinancial PlanningEstate PlanningLegacy PlanningOCIO ServicesInvestment Advisory
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Contact Details
  • Email AddressA**@certuity.com
    Reveal Email
  • Phone Number(xxx)xxx-xxxx
    Reveal Phone

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