Jennifer Prosperino, CPA, PFS
Advisor, Schulman Lobel Advisors, LLC
Location:
New York, NY
Services:
• Business Management
• Personal Business Management
• Financial Planning
• Tax Planning & Strategy
• Tax Litigation
• Wealth Coordination & Advisory
• Cash Flow & Budget Management
• Insurance Planning & Review
• Estate & Trust Planning
• Divorce & Transition Financial Planning
• Executive Compensation & Equity Planning
• Business Exit Planning
Industries & Expertise
• Entertainment
• Family Businesses
• Professional Athletes & Sports Professionals
• Executives & Corporate Professionals
• Entrepreneurs & Business Owners
• Legal & Professional Services
• High-Net-Worth Individuals & Families
• Divorcees & Widows in Transition
• Real Estate
About Jen
Jennifer L. Prosperino, an advisor in Schulman Lobel Advisors, LLC Personal Business Management group, has nearly twenty-five years of experience advising a diverse array of high-net worth individuals – among them athletes, attorneys, executives, entrepreneurs, divorcees and widows. Jennifer advises her clients on all aspects of their financial lives, turning complex and technical concepts into easier terms for the clients to better understand and to be able to make well thought out decisions.
Acting as a financial quarterback, she sees that planning is coordinated with clients’ attorneys, brokers, insurance agents and other advisors as well as with family members. With her tax background, short and long-term tax implications are factored into the planning.
Education and Licenses
• B.B.A. in Accounting, Pace University, New York
• Personal Financial Specialist (PFS), AICPA
• Licensed Certified Public Accountant (CPA), New York State
• Series 65 License
Achievements and Affiliations
• Quoted on Forbes.com and ESPN The Magazine
• Author, “Scoring Points Against the Jock Tax,” E-Guide for Professional Athletes