Beth Guttman is a Series 65-licensed financial advisor with Welinsky and Welinsky CPAs in Cliffside Park, NJ. She has been with the firm since 2014. Welinsky and Welinsky CPAs is a certified public accounting firm that provides tax and accounting services and operates in an investment-adviser capacity, serving primarily individual, non–high-net-worth clients. The firm focuses on tax, accounting, and referral services rather than direct portfolio management.

Steven Welinsky is a financial advisor at Welinsky and Welinsky CPAs with 22 years of industry experience. He holds a Series 65 designation and has worked at the firm since 1984. Welinsky and Welinsky CPAs is a certified public accounting firm that provides tax and accounting services and operates in an investment-adviser capacity. The firm serves mainly individual, non–high-net-worth clients and focuses on tax, accounting, and referral services rather than direct portfolio management.

Eileen Welinsky is a Series 65-licensed advisor with over 21 years of industry experience. She has been with Welinsky and Welinsky CPAs since 1984, a firm she continues to work at in Cliffside Park, NJ. Welinsky and Welinsky CPAs is a certified public accounting firm that provides tax and accounting services and operates in an investment-adviser capacity. The firm serves mainly individual, non–high-net-worth clients and focuses on tax, accounting, and referral services rather than direct portfolio management.