David J. Allegra, CPA, CFP®,CDFA

David J. Allegra, CPA, CFP®,CDFA

President

Phone: 908-665-1696
Fax: 908-665-9693
 

David J. Allegra, President and Founder of Allegra & Company, has more than 20 years of experience in the accounting and financial services industry.  His vast knowledge includes tax planning, accounting and financial planning/wealth management for individuals and small businesses.

In 1992, David grew his business from the ground up through his effective business planning and unmatched customer service.  He realizes that everyone's economic situation is unique and feels that personalized service is essential when matching clients with the right financial plan & accounting services.

As a caring advisor, David is dedicated to establishing a relationship with his clients and learning about your personal goals so that together you can build a financial plan that meets your specific needs.

David Allegra is licensed as a Certified Public Accountant in New Jersey and holds the distinction of being a Certified Financial PlannerTMProfessional.  He is a member of American Institute of CPAs®(AICPA®) and The New Jersey Society of Certified Public Accountants® (NJSCPA®). He has served on the Board of Directors for both The Commission on Accreditation for Health Care (CAHC) and the local chapter of United Way.  Locally, he is also a member of The New Providence Business and Professional Association and the Life Transitions Group.  David is a graduate of the University of Scranton, Scranton, PA with a Bachelor of Science in Accounting.

David also volunteers his time by conducting clothing and food drives for organizations such as the MORE Foundation Group and the Community Food Bank of NJ. 

 

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