CoverProfile

Rita Soto

Chief Financial Officer, Family Office Managing Director

Certuity LLC

United States, Florida, Palm Beach Gardens

About Me

Ms. Rita Soto has over twenty-five years of experience in providing financial, accounting, tax and family office solutions to closely held companies and high net worth individuals. She has extensive experience in individual and corporate tax planning, compliance, cash flow analysis and wealth maximization. As Certuity’s Family Office Managing Director, Ms. Soto works with the firm’s ultra-high net worth families. Prior to joining Certuity, Ms. Soto founded a successful accounting firm managing a portfolio of sophisticated clients with diverse accounting, financial and tax requirements where she provided consulting and advisory services to high net worth individuals and family offices. She

View more

Profile Information

Chief Financial Officer, Family Office Managing Director

Certuity LLC

Investment Team

Investor

Multi-Family Office

Palm Beach Gardens

Florida

United States

Aug 12, 2024

More profiles to browse

Profile Photo
Rich Bursek
President & Partner
Profile Photo
Jayson Brown
Partner, Managing Director
Profile Photo
James Ouderkirk
Co-Chief Investment Officer
Profile Photo
Constantine Hatzivassiliou
Managing Director

You Might Like

DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
RD
Russ Degitz
Principal
Huntington University
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue