Our Team

Tina Alteri, CPA

Tax Advisor

Tina is a highly experienced professional, holding a license as a Certified Public Accountant (CPA) in New York State. She has dedicated over two decades of her career to CFM, where she has built a reputation as an expert tax preparer, known for her meticulous attention to detail and comprehensive knowledge of tax laws and regulations.

Tina graduated with a Bachelor of Business Administration (BBA) in Accounting from St. Bonaventure University in Olean, NY, where she honed her skills in financial accounting, auditing, and tax preparation and planning. Beyond her technical skills, Tina is recognized for her excellent client relationships, built on trust, reliability, and her ability to clearly communicate complex financial concepts to our clients.

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Tina Alteri, CPA
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Independent, fee-only fiduciary advisors serving families since 1987.
$250M+ AUM  ·  Est. 1987
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