Patrick G. Lanza, CPA, CFP®
- 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, MS, NC, NY, OR, PA, SD
- Licensed in Series 6,7,63,65