Jeff Carney - CPA

Jeff Carney, CPA

 

Jeff is responsible for the oversight of Capital Wealth Planning's bookkeeping.  Jeff carries over 35 years of CPA experience in an SEC registered advisory setting. In addition, he has 12 years of portfolio management experience. Jeff holds a B.S. and M.S. in Taxation from Bryant University. Jeff is affiliated with the AICPA Tax Division, Florida Institute of CPA's, The National Association Compliance Professionals, as well as, Treasurer and Board Member of the Gulf Coast High School Shark Band.

Email: JCarney@CapitalWealthPlanning.com

Phone: 239-593-2100

Check out the background of this investment professional on FINRA's BrokerCheck