Broker Check
Patrick G. Lanza, CPA

Patrick G. Lanza, CPA

Managing Partner

  • Graduate of University of New Orleans, 1982
  • Member of the AICPA and FICPA
  • Investment Advisor Representative of Cambridge Investment Research Advisors, Inc.
  • Licensed General Agent of Ohio National Life Insurance
  • Concentrations in closely held business tax planning and reporting, individual tax planning and reporting, individual retirement planning, statutory basis audits, common interest realty associations, and not-for-profit organizations.
  • FINRA State Licenses in AL, FL, IL, NC, NY, OR, PA
  • Licensed in Series 6,7,63,65