Richard Vitale, CPA<sup>&reg;</sup>/PFS<sup>&reg;</sup>

Richard Vitale, CPA®/PFS®
153 Andover Street, Suite 201
Danvers, MA 01923
PHONE: 617-512-8001
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Professional Experience:

1977 - 2007: Former Chairman and Co-founder of Vitale, Caturano and Company, P.C.
2008 - Present: Personal Financial Advisor to Businesses an Individuals

Dick has substantial expertise in complex business and tax problems, financial planning, estate and family succession planning and the design of creative compensation programs for highly-compensated executives. He has acted as mediator in settling business disputes and is active in many professional organizations, including the Massachusetts Society of CPA®’s, where he is a former member of the Board of Directors and Chairman of the Legislation Committee. He is a member of the All Star Financial Group, a national organization made up of highly experienced CPA®’s created to service individuals with unique financial goals including athletes, entertainers and entrepreneurs. Dick has been recognized by Worth Magazine as one of the "Top 250 Financial Advisers" in the nation. He holds many advisory board positions. He is active in many civic and professional organizations including the Boys and Girls Club of Boston Board of Directors, Edvestors Board of Directors and the Harold L. Vitale Memorial Fund.

Educational Background:

Bentley College, Waltham, MA, Master of Science degree in Taxation, 1985
Bentley College, Waltham, MA, Bachelor of Science degree in Accountancy, 1967
AICPA® Specialty Designation, Personal Financial Specialist, 1990

Professional Memberships and Qualifications:

  • American Institute of Certified Public Accountants

  • Massachusetts Society of Certified Public Accountants

  • Boston Estate Planning Council

  • Board of Directors of Merrimack Valley Chapter of UNICO National Foundation

  • Board of Directors of Edvestors of Boston

  • Board of Directors of Boys and Girls Club of Boston

  • Member of the All Star Financial Group