Richard B. Soscia, MBA, CFP, DABFA
Richard B. Soscia, MBA, CFP, DABFA, president of
Summit Financial Services Group, is considered a
Strategic Thinker and a well-known leader in Entrepreneurship,
Business Operations, Accounting,
Finance, Economics, and Manufacturing and
Business Intelligence. Richard’s consultative and
leadership experience spans a wide variety of business types and sizes.
A clear and consistent record of success in financial planning initiatives,
project management, developing effective business models and strategies,
and providing insolvency and restructuring advice, serves as a testament to
Richard’s strategic way of thinking. This standard of excellence has come
to define Richard’s passion and effectiveness in helping his clients achieve
both personal and corporate success.
Richard is a recognized expert on a variety of accounting, business management
and taxation issues. His experience in public speaking includes
a vast array of business, finance, tax and economic topics. He also serves
as an associate professor, mentor and an adjunct professor in colleges and
universities in New York – on subjects such as accounting, tax, finance and
MBA curricula.
Currently, Richard leads his own successful accounting and consulting
group as its President, in which his experience and knowledge have helped
him achieve personal and business financial success. To learn more about
Richard B. Soscia, MBA, CFP, DABFA, visit: www.summitfinservices.com and
to receive your three special business guidance reports emphasizing the
positive aspects of business:
1. CREATING BUSINESS VALUE
2. 10 STEPS TO SMALL BUSINESS SUCCESS and
3. KEEP CUSTOMERS HAPPY,
Contact Info:
e-mail him at: [email protected] or call 845-427-7017.