Sergio is a Certified Public Accountant and partner at Schulman Lobel LLP. With almost 40 years of experience in financial and tax services, Sergio brings a wealth of knowledge and expertise to clients in a wide variety of industries, including transportation and logistics, franchising, food services, manufacturing, distribution, and real estate, among others.
Over the course of his career, clients ranging from high-net-worth individuals, to startups, to middle market companies have turned to Sergio for his guidance concerning tax planning and projections, mergers and acquisitions, and state and federal audits.
Education & Licenses
Sergio graduated from Upsala College with a B.A. in Accounting and Economics.
He holds his CPA license in New Jersey
ACHIEVEMENTS & AFFILIATIONS
Sergio is a member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants.
He’s also a former Member of the Board for the United Way of Summit, New Providence, and Berkeley Heights.