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Management

Raymond V. Stephano | CPA, CFS, Principle and Founder

Raymond has many years of experience in tax and financial management. He is a graduate of Villanova University and his background includes auditing with an international Certified Public Accounting firm,  and serving as Treasurer and Chief Financial Officer for several international companies. In 1991 he became an independent tax consultant and in 1993, he formed Stephano Financial Management. He managed both his clients tax and investment needs until 2017 when he sold his tax practice to focus on managing the portfolios of clients all over the country.