| Principals of the Firm |
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Before joining Access Wealth Planning as Managing Director, Larry was associated with J.H. Cohn for over 39 years, providing its clients with auditing, tax and consulting services. In 1991, Larry was elected Managing Partner of the Firm and continued in that role until 1998, when he took over the management of Cohn Consulting division, and in July 2001 he became Managing Director of J.H. Cohn LLP's wealth management business. A member of the American Institute of Certified Public Accountants (AICPA), the New York State Society of Certified Public Accountants (NYSSCPA), and the New Jersey State Society of Certified Public Accountants (NJSSCPA), Larry has served on numerous boards and committees of both not-for-profit and governmental agencies. He has spoken at numerous meetings of not-for-profit agencies and civic gatherings on the business aspects of conducting the operations of these organizations as part of his commitment to the communities where he lives and works.
Bruce M. Milove, CPA, PFS
Bruce M. Milove, CPA, PFS, is a Partner of Access Wealth Planning, LLC, a
New Jersey-based financial planning and asset portfolio management company,
where he manages the firm’s Strategic Alliance Professional Program, designed
for CPA professionals who are developing a financial planning practice.
Bruce is an active member of the AICPA and the NYSSCPA. He is currently the
chairman of the NYSSCPA’s Personal Financial Planning Committee and an
active member on NJSSCPA’s Personal Financial Planning Committee. He was
a chief financial officer for a multiconglomerate communications company, where
he was responsible for Acquisition, Portfolio Management, and Retirement Plan
Administration.
Bruce’s business accomplishments have qualified him for membership in
The American Association of Entrepreneurs as well as The Financial Executive
Institute. He received the Outstanding Service Education Award for the year
2000 and 2001 from the Foundation of Accounting Education. Bruce is a member
of the Financial Planners Association and has provided financial planning, tax
planning and investment advisory service for both his personal and business
clients for over 20 years.
Bruce Milove is a Registered Representative of and offers securities & services through Royal Alliance Associates, Inc. Member NASD/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the state of AZ, CA, CT, FL, GA, IL, MA, MI, NJ, NY, NC, PA and VA. No offers may be accepted from residents outside the specific states referenced.