Alfonso R. Saverino, CPA is a Wealth Management Advisor and Certified Public Accountant with more than 15 years of experience. Drawing on a rare dual background as both a CPA and a Wealth Advisor, he helps individuals, families, and business owners make financial decisions with a deeper understanding of both the investment and tax implications — guiding them toward greater tax efficiency, long-term wealth preservation, and lasting financial security.
For more than 15 years, Alfonso R. Saverino has delivered integrated financial guidance that bridges the gap between strategic tax planning and comprehensive wealth management. His dual background as a CPA and Wealth Advisor allows him to offer clients a more coordinated, forward-thinking approach — one that few advisors are positioned to provide.
By combining these two disciplines, Alfonso helps clients see the complete picture. Every investment decision is weighed against its tax impact, and every tax strategy is built with long-term wealth goals in mind. This integrated perspective enables individuals, families, and business owners to plan with greater clarity and confidence.
His areas of specialization include investment strategy, advanced tax and estate planning, retirement income strategies, and business strategy. Alfonso is passionate about helping clients simplify complex financial matters while creating thoughtful, forward-looking plans for the future.
Outside of his professional life, Alfonso enjoys spending time with his wife, Andrea, and their three children — Lucia, Ciro, and Alessia — at their home in Monmouth County. In his free time, he enjoys golf, playing guitar, and tennis.
Alfonso believes no investment decision should be made apart from its tax impact. Combining CPA expertise with wealth advisory, he builds integrated, personalized plans that coordinate tax strategy, investments, and long-term goals — designed to maximize efficiency and preserve wealth.
Alfonso's ability to connect the tax side with the investment side has been a game changer for our family. Decisions that once felt complicated are now clear, coordinated, and aligned with our long-term goals.
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