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Allan Turoff, CFP®, CPA

Allan Turoff, CFP®, CPA

Financial Advisor

Allan Turoff has over 30 years experience as a Certified Public Accountant and 20 years as a Certified Financial PlannerTM  Professional, specializing in comprehensive financial planning solutions that focus on estate conservation, business succession planning for closely held entities, and objective based investment planning.

He was Director of Financial Planning for a prestigious accounting firm helping clients to reduce taxes, maximize investments and plan for retirement.  He has lectured on financial planning matters nationally and internationally and has been a guest lecturer at the Wharton School of Entrepreneurial Studies at the University of Pennsylvania.

Allan is a board member and past president of the Society of Financial Service Professionals and is currently an advisor to two chapters.  He is a member of the Financial Planning Association and has served as treasurer and board member of that organization.  Additionally, he has served on the NJ CPA’s Financial Planning Committee and was a founding member of the New Jersey CPA Help Center formed to aid September 11th victims families.

Education

Temple University - Bachelor of Business Administration, Accounting with minor in Economics

Professional Designations, Affiliations, Licenses and Registrations

CERTIFIED FINANCIAL PLANNER™

CPA - In three states (currently not practicing)

Society of Financial Service Professionals

Financial Planning Association

Series 6, 7 and 63 Securities Registrations

Life, Health, and Accident Licenses

Personal Interests

Family

World Travel

Pro Bono (SFSP) for MS affected families

Board Member JNF