Craig A. Carlini, CPA
“I consider myself a financial life coach to businesses and individuals.”
Craig is responsible for management of the tax, wealth management and business consulting practice, practice development and client services. He has over 30 years of experience working with government contractors, medical practices, attorneys, lobbying firms, and high net worth individuals. He provides consulting on business acquisition and disposal compensation planning, business restructuring, and reengineering.
Craig received his BS in Business Administration, Accounting and his MBA, Finance and Investments both from George Washington University.
Licenses and designations:
- CPA/Personal Financial Specialist
- Certified Financial Planner
- Series 7 Securities License
- Life Insurance License
Member of:
- American Institute of CPAs
- Greater Washington Society of CPAs
- Maryland Association of CPAs
- Financial Planning Association