Retirement Strategies for Accountants

Alexander is a licensed insurance professional who resides in Cape May County New Jersey.   Through his experience as an active trader, he has learned that wealth protection is the first step to sustainable wealth creation.   Alexander specializes in Life Insurance products that can help his clients achieve financial flexibility and protection for their family.  He will work with you and help you understand which types of products best apply to your financial and life goals.

Alexander lives with his wife Ashlee, their sons Owen & Ethan and two dogs, Finnegan & Sawyer.  When he’s not working, he enjoys the simple things in life like a morning coffee, splitting firewood, and working in his yard.

Emmanuel’s goal is to help his clients navigate the confusing path toward financial stability. He and his team strive to understand each client’s unique financial situation from every angle. This enables him to provide the best possible services, information, and products necessary to meet the client’s specific goals.

Emmanuel was born in Brooklyn, but has spent most of his life in beautiful South Florida. He attended college in Grove City, Pennsylvania, where he met his wife. Emmanuel earned his MBA at the Wayne Huizenga School of Business in Davie, Florida. He enjoys spending time with his wife, Laurel, his daughter, Eloise, and his son, Wolfe. He also enjoys helping his clients protect their retirement funds and hard-earned savings.

Preparing for that next step in life isn’t always easy. Brian has a combination of experience, professionalism, and access to a wide variety of products and services; together, these can help you meet your financial goals, estate strategies and insurance needs. Whether your goals are to prepare for milestone life events like retirement or simply to find life insurance, disability income, or long-term care insurance protection, he’ll provide the highest level of attention, insight and capability.

Brian holds a Bachelor’s Degree in Business Administration from the Wayne Huizenga School of Business at Nova Southeastern University. He served 8 years in the U.S. Coast Guard prior to entering the financial services industry. Brian is married to his wife Cecilia and has two sons; Domenick and Benjamin.

Laurel brings her experience in corporate accounting to the CPA Benefits team. She is a Certified Public Accountant and a licensed insurance agent. She was born and raised in the beautiful state of New Jersey, then attended Grove City College in Pennsylvania where she met her husband, Emmanuel. Laurel loves to travel, cook, craft, and spend time with her children Eloise & Wolfe.

Jared Henig is a licensed insurance professional with Doctors Benefits based out of Ft. Lauderdale, FL. Jared has many years of experience with helping clients through life’s transitions, planning for the future, and navigating unexpected events. His clients include physicians, attorneys, business owners and retirees. His objective is to develop strategies to protect and maximize his client’s wealth. Based on the client’s needs and long-term planning, Jared is able to offer a wide range of products from an assortment of options in the marketplace.

When Jared is not developing a plan for his clients, he enjoys life at home with his wife and two sons. As a family, they enjoy traveling, sports and most outdoor activities.

Cecilia spent over 15 years supporting the Subway Restaurant chain with a focus on logistics, supply chain optimization, analytics, and automation. Cecilia hold a Masters Degree in Management Information Science from the University of Florida, a Six Sigma Black Belt, and a certificate for data science and big data analytics from MIT. Cecilia utilizes the latest technology so that CPA Benefits can operate 100% virtually saving our clients the time of in person meetings. The systems that Cecilia has built and continues to maintain has grown CPA Benefits into a leader in the industry.

Originally from Colorado and Arkansas, Seth graduated from Lipscomb University with a degree in Business Administration, specializing in corporate finance. Outside the realm of business, he finds solace and excitement in the great outdoors, particularly through activities like hiking, rock climbing, and mountain biking. He values quality time with loved ones and believes in striking a balance between professional pursuits and personal fulfillment, striving to make a positive impact in all aspects of his life.

Edward was born and raised in Metairie, Louisiana, a suburb of New Orleans. He graduated from Tulane University with a bachelor’s degree in Public Relations and International Business. He moved to New Orleans and bought a home where he eventually got married and created a life with his lovely wife, Dr. Jonie M. Steward. Edward has over 10 years of experience in the hospitality industry and over 5 years of experience as a Realtor. During the pandemic, Edward and his wife moved to Tampa, Florida which prompted Edward to transition into the financial industry. He greatly enjoys helping people protect what is most important to them and strives to understand the needs of anyone he works with. During his leisure, Edward is an avid car enthusiast. He loves to build and race his cars on road courses throughout the South, and he also enjoys spending time with his wife and amazing rescue cat, Simba.

Angela joined the CPA Benefits team in 2020. Angela was raised in metro Atlanta but chose the traveling life and has lived in 10 different states across the US.

She spent time in the US Navy as a weapons handler, and retired from the Federal Aviation Administration as an Air Traffic Controller in 2016. Angela earned her Bachelors of Social Work from Thomas University, graduating with a 4.0 GPA. Angela is a single mom that enjoys spending time with her daughter, Kaleigh, traveling any time an opportunity arises, snuggling her fur-babies, and crafting in her hobby room.

Jared Morgenstern is a Financial Planner.  I help my clients plan for the future.  I actively expand my network of clients to include families and business professionals throughout Florida. I am a Registered Representative of and hold Series 7, 6, 63 and 65 Security Licenses. I have been in the Financial Services industry since 2004.

During college, when I had free time over the summers, I usually worked at my father’s offices of Prudential and later Wachovia Securities, where I learned from him. I graduated from the University of Miami (FL) in 2003 with a Bachelor’s degree in Business Administration and a minor degree in Motion Pictures.

I am originally from West Hartford, Connecticut and still have family in Connecticut as well as New York. I have lived in South Florida since 2000 and currently live in Boca Raton with my wife Lauren, daughter Ayel and son Avi. I will work with you and your tax and legal advisers to help you select the most appropriate product solution to suit your specific needs and circumstances.

When I am not helping my clients, I am usually exercising and focusing on a healthy lifestyle with my family.

*Jared Morgenstern is only authorized to offer insurance and fixed products