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Ronald Milone CPA*, CFP®
Partner – Tax & Business Services
 

Office Location
127 Washington Avenue
North Haven, CT 06473
 
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Ronald R. Milone serves as a Partner in the Tax and Business Services division of the Firm’s New Haven, Connecticut office. He serves as a personal financial planning specialist for his clients and is a Financial Industry Regulatory Authority (FINRA) registered representative. He also holds a producer license in the areas of life and health insurance.
 
Professional and Civic Affiliations
  • American Institute of Certified Public Accountants (AICPA)
  • Connecticut Society of Certified Public Accountants (CSCPA)
  • West Haven Elks

Licenses
  • Series 6
  • Series 66
  • Life and Health Insurance
  • Fixed and Variable Annuities

Accreditations & Designations
  • Certified Financial Planner™
Areas of Expertise
  • Accounting
  • Personal Financial Planning
  • Wealth Management
Key Clients
  • Law Firms
  • Insurance
Education
  • Master of Business Administration
    University of Connecticut
  • Bachelor of Science, Accounting
    University of Connecticut
*Licensed by the State of Connecticut
 


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