Loretta Aquino, CPA

Loretta Aquino is a tax and accounting consultant. She specializes in individual and small business tax planning as well as estate and eldercare planning. Prior to starting her own firm in 1998, she was a tax manager for an accounting firm which specialized in high net worth individuals and small business tax planning.

Loretta graduated from Bernard M. Baruch College magna cum laude with a Bachelor of Business Administration. She is a licensed Certified Public Accountant in New York and member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.

Loretta Aquino is not affiliated with SagePoint Financial, Inc.