New Century Planning
Robert Ryerson
Certified Financial Planner®

CONNECT

Address:

58 West Main Street; Suite 202
Freehold, New Jersey 07728
732-702-2777
Fax:908-325-0335

c/o Phyphar CPA Firm
29 Walter Hammond Place
Waldwick, New Jersey 07463
1-844-921-2400
Fax: 908-325-0335
NJ

Phone:

Louis Terrero

CPA

 

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I have been a CPA for the past 34 years,

In addition to the CPA I have:

A Bachelor's in Business Administration - Pace Univ, NYC - 1978

An MBA - Univ of Wisconsin - 1981

Certified Management Accountant - NJ – 1996

Certified Identity Theft Risk Management Specialist (CITRMS)-2016

Registered Investment Advisor -2015

 

Concerning work experience, and from a broader perspective, since I graduated from college I have served as the compliance officer, written compliance manuals, documented compliance procedures for various clients. with a degree in accounting in 1978 I have served as an auditor with a Big 4 accounting firm; I have worked as an internal auditor for a Fortune 500 company; and I have conducted financial and operational audits as a solo practitioner.

 I have represented and advocated for companies and businesses that have been audited by the IRS, State of New Jersey, State of New York, governmental agencies (e.g. Port Authority of NY and NJ, Defense Contract Audit Agency).  Furthermore, clients of mine have been audited by banks and other financial institutions as a condition for accepting bank loans and financing. I have been the contact person and provided the auditors with financial reports, schedules, analyses, etc. I have served as the compliance officer, written compliance manuals, documented compliance procedures for various clients. 

 

FINANCIAL AND INVESMENT PLANNING

 

I have been working with individuals and businesses in New Jersey for several years on various financial planning topics and strategies, including retirement planning, college funding, insurance planning, and estate planning ( in concert with elder care attorneys). I have always taken a "team of professionals" approach to serving my clients' needs, and will regularly reach out to, or include in our portfolio planning and management , agents and advisors whom I believe can add value to the process.

 

Phone 732-984-9001
Fax 908-325-0335
Mobile Phone 609-865-8822