Qualifications
Catherine M. Censullo, CPA, PFS
Financial Adviser, Wealth Manager
CMC Wealth Management
White Plains, New York
Professional Licenses and Designations
FINRA Registrations: Series 7, Series 66
Insurance Licenses: Life Insurance, Health Insurance, Variable, Long Term Care and Disability
Designations: MBA, CPA, PFS
Educational Background
Ed Slott's Advanced Program of Study Master Elite IRA Advisor Program
Pace University Master of Business Administration
State University of New York College at Potsdam Bachelor of Arts
Professional/Employment History
Wealth Manager, CMC Wealth Management (formerly CMC Financial Services), 1999 to Present
Financial Adviser, Registered Representative, Cetera Financial Specialists LLC (formerly Genworth Financial Securities Corp.), 2005 to Present
Investment Adviser Representative, Cetera Investment Advisers LLC (formerly Genworth Financial Advisers Corp.), 2005 to Present
Personal Financial Specialist (PFS) Designation, American Institute of Certified Public Accountants, 2002 to Present
Founder, Catherine M. Censullo, CPA, 1994 to 2018
Co-Founder, Censullo, Gupta & Associates, CPA, LLP, 2018 to Present
Certified Public Accountant (CPA), State of New York, 1992 to Present
Registered Representative, CJM Planning Corp., 1999 to 2005
Investment Advisor Representative, CJM Asset Management, LLC, 2000 to 2005
Staff Accountant, Seligson & Giannattasio, 1991 to 1994
Professional Associations/Community Service
Past Westchester Chapter Representative, New York State Society of CPAs Board of Directors
Past President, Westchester Chapter Executive Board, New York State Society of CPAs
Board Member, Armonk Chamber of Commerce, Armonk NY
Member, Relations with the Internal Revenue Service Committee, New York State Society of CPAs
Member, Personal Financial Planning Committee, New York State Society of CPAs
Member, Westchester Chapter Taxation and Estate Planning Committee, New York State Society of CPAs
Member, The Allied Professionals Group of Westchester, New York State Society of CPAs
Member, American Institute of Certified Public Accountants
Published, The CPA Journal
Interviewed, Lou Young, CBS News, New York
Notary Public, State of New York, County of Westchester
Lector, Our Lady of Mount Carmel Church