"Our clients expect a great deal of us, and rightly so. We're determined to exceed their expectations."

RAYMOND M. GIUNTA, CPA/PFS

Partner

With over 30 years of experience Ray is the managing partner for the firm. He received his Bachelor of Science in Accounting from Rutgers University and began his professional career as an associate with Taylor & Taylor, CPAs, Cherry Hill, founding Baratz & Associates, P.A. in 1982.

He excels in the areas of financial planning, tax, estate and investment planning, and lifestyle issues. For decades Ray has earned the trust of the many closely held companies and individuals he serves for his in-depth knowledge and attentive service.

When not focusing on the financial well-being of his clients and community activities, Ray enjoys the local golf courses and fishing.

Impressive Credentials

In addition to being a licensed CPA in New Jersey, Ray holds a Personal Financial Planning Specialist (PFS) designation from the American Institute of Certified Public Accountants (AICPA). He is a registered representative with FINRA Series 6, 63 & 65 licenses and he also holds life, accident and health, and variable insurance licenses with the State of New Jersey, Division of Banking and Insurance.

Meaningful Affiliations

Ray is a member of the American Institute of CPAs (AICPA), the New Jersey Society of CPAs, and the Estate and Financial Planning Counsel of Southern New Jersey.

He has been active in local organizations and is a past president of the Order Sons of Italy in America, Lodge 2567 and the Pinelands Rotary Club. Currently Ray is a trustee of the Paraklesis Charitable Trust.

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