Our team of professionals works closely together and with you to address your specific situation, issues, and needs. We go beyond the basics to provide you with comprehensive and timely answers.
Angela Garofalo is the Executive Director of the Family Office and Business Support Services practices and has been with the firm since 2000. In addition to customized net worth statements and budgeting services, Angela provides clients with planning, money management assistance, investment portfolio tracking, and a variety of other services tailored to each client’s individual needs.
During her tenure with Untracht Early, Angela has also been a Senior Manager in the firm’s Assurance practice, as well as a member of both the Quality Control Team and the Peer Review Team.
Prior to joining Untracht Early, her experience included working with a Big Eight accounting firm and with public company clients and SEC filings.
Angela is a member of the American Institute of Certified Public Accountants and is also a member of the Student Programs and Scholarships Committee of the New Jersey Society of Certified Public Accountants.
She received a Bachelor of Arts in Economics and Business from Lafayette College. She is a licensed CPA in New Jersey and has been licensed as a CERTIFIED FINANCIAL PLANNER™ by the CFP Board.