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


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
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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