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Mark R
CFP®, PFS™
New York, NY
Mark E. Reich, CPA, CFP
Mark Reich is a CPA and CFP with 30 years of experience, currently operating as the sole advisor at Mark E. Reich, CPA, CFP in New York, NY. He provides financial planning and investment supervisory services, alongside separate accounting services that are contracted independently. His firm offers fee-based financial planning and periodic investment oversight to individuals, high-net-worth clients, trusts, estates, and charitable organizations. Investment management is tailored to each client, using fundamental analysis and a combination of long- and short-term strategies, with periodic reporting and discretionary authority granted as needed.
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