Gerry O’Donoghue is a CPA in the State of New York and a Certified Financial Planner professional with over fifteen years of experience in the Public Accounting and Financial Planning Industries.
Gerry received his Master’s in Taxation from Fordham University, where he also earned his undergraduate degree in accounting. After college, Gerry became a staff accountant with a CPA firm that specialized in providing accounting and tax services to individuals and small businesses, and later was a senior associate in the international tax and personal financial planning practices of a worldwide accounting firm.
Most recently, Gerry was a client service manager with a firm specializing in tax and financial planning for high net worth individuals and closely-held business clients. He was a supervisor for the firm’s tax compliance and retirement plan services practices and provided investment, estate, tax, and insurance planning to his clients.
Gerry created O'Donoghue Financial Planning, LLC to focus on providing quality independent financial and investment planning to individuals and families, and is proud to offer his services on an hourly, as-needed basis to people from all walks of life. We also provide expert tax advice and preparation services to individuals, businesses, trusts, and estates.
Your financial plan will be based on objective financial advice. We believe the best way to remain objective is to offer our services on an hourly or per project fee-only basis. "Fee-only" means that we do not accept commissions or sell any investment or insurance products. This frees us to offer the best advice for your unique situation, without regard for someone else's agenda.
Having grown up in an entrepreneurial family and establishing his own business, Gerry understands the challenges business owners face in planning for the financial well-being of their families and their businesses. We couple this background with extensive accounting and tax experience to help small-business owners address these often competing goals.
