CMC Wealth Management

CONNECT

Address:

113 Nethermont Ave
North White Plains, NY 10603-2545

Phone:

914.997.7724

Fax/Other:

914.681.1994 or 866.680.5046

Investment-Related E-mail Address:
Tax-Related E-mail Address:

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 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

President, Westchester Chapter Executive Board, 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