DAVID B. MIRSKY CPA/PFS, CFP®, CMA

Services Provided
Financial Planning and Consulting
Investment Management
Income Tax Planning and Preparation

Education, Certifications, Licenses
University of Rochester, Simon School MBA 
Finance and Entrepreneurship
SUNY Albany, BS, Accounting/Economics
Certified Public Accountant
Personal Financial Specialist
Certified Financial Planner
Certified Management Accountant
FINRA Licensed Securities Broker (Series 7, 63 & 65)
Licensed Insurance Advisor

Professional Associations
Financial Planning Association
Estate Planning Council of Rochester
Small Business Council of Rochester
American Institute of Certified Public Accountants
Personal Financial Planning Division

Email Dave: mirskyd@mirskyfmc.com

BERNARD L. SALAMONE ESQ., CPA

Services Provided
Financial Planning and Consulting
Investment Management
Elder Law
Estate Planning and Administration
Income Tax Planning and Preparation

Education, Certifications, Licenses
SUNY Buffalo, JD
University of Rochester, Simon School MBA 
Finance and Accounting
University of Rochester, BA Economics, with distinction
Certified Public Accountant
FINRA Licensed Securities Broker (Series 6 & 63) 

Professional Associations
Financial Planning Association
Estate Planning Council of Rochester
NYS Bar Association
Monroe County Bar Association

Email Bernie: salamoneb@mirskyfmc.com