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Mark Sheptoff

Wealth Manager and Personal Financial Specialist Registered Investment Advisor Certified Public Accountant

Mark Sheptoff Financial Planning LLC

United States, Connecticut, Glastonbury

About Me

Mark Sheptoff started his own financial planning business in 1997 after becoming a Personal Financial Specialist in 1996 through the AICPA. In 1975, Mark co-founded one of the larger independent CPA firms in Connecticut, Sheptoff, Reuber & Company, P.C., a graduate of Central Connecticut State University; member of the American Institute of Certified Public Accountants, PFS Division of the AICPA, and Connecticut Society of Certified Public Accountants; member of the Board of Directors of Glastonbury Bank & Trust from 1978 to 2000; former member of the Board of Directors of TD Banknorth Connecticut; former member of the Board of Directors of The Rushford Center and former Chairman

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Profile Information

Wealth Manager and Personal Financial Specialist Registered Investment Advisor Certified Public Accountant

Mark Sheptoff Financial Planning LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Glastonbury

Connecticut

United States

Feb 24, 2025

Work Experience

Mark Sheptoff Financial Planning LLC

Wealth Manager and Personal Financial Specialist Registered Investment Advisor Certified Public Accountant
Email: msheptoff@marksheptoff.com

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