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Peter Recchia

About

Certified Public Accountant and Accredited Investment Fiduciary (AIF) with over 22 years experience, brings his clients a breadth of strategic financial and practical expertise. He has distinguished himself as a creative problem solver, drawing on his knowledge of accounting, investment and pension-planning to help clients create optimal structures for their businesses including tax-favored pension plans. As an Accredited Investment Fiduciary (AIF) for pension plans, he strives to help reduce or limit fiduciary liability for owners of pension plans. He takes pride in developing custom solutions for every client, whether it involves tax planning, creating large or small pension programs, or simply offering sound advice about a current problem.
Videos (1)
Listen First
Company Spotlight in Tech
ReviewTrackers
videos (2)
Chris Campbell
10th Magnitude
videos (1)
Alex Brown
Leonard & Associates CPAs
videos (1)
Michael Leonard
SourceOne Global Partners
videos (1)
Jesse Lopez
SURYA Electronics
videos (1)
Bruce Gianpetro
Reliefwatch
videos (1)
Daniel Yu
Codal
videos (1)
Keval Baxi
Keono
videos (1)
Michael Medema
Tanvas
videos (1)
Greg Topel
AIT Worldwide Logistics
videos (1)
Vaughn Moore
Signature Retail Services
videos (1)
Dan Perry
Doblin
videos (2)
SAP Fieldglass
videos (1)
Jai Shekhawat
ThinkCERCA
videos (1)
Eileen Murphy
Fuzzy Math
videos (2)
Mark Baldino
i.c.stars
videos (1)
Sandee Kastrul
Envoy Global
videos (1)
4C Insights
videos (2)
Alok Choudhary
Mandarin Communications Group
videos (1)
John Robinson
ActiveCampaign
videos (1)
Jason VandeBoom
Emmi Solutions
videos (1)
Devin Gross
CBIG Consulting
videos (1)
Todd Nash
Joseph Annotti Consulting
videos (1)
City Tech Collaborative
videos (1)
Brenna Berman
mLevel
videos (1)
Dave Cutler
Reltio
videos (1)
Manish Sood
Chicago Public Library
videos (1)
Brian Bannon
INXPO
videos (1)
Malcolm Lotzof
NOW Foods
videos (1)
Jim Emme
Brilliant
videos (2)
Jeff Mariola
King Devick Technologies, Inc.
videos (1)
Danielle Leong
Framework IT
Kenway Consulting
videos (1)
Brian King
BMW Technology Corporation
videos (1)
Randy Cavaiani
UrbanBound
videos (1)
Michael Krasman
CBIZ, Inc.
Jerome Grisko
Drivin
videos (1)
Kayne Grau
Aginity
videos (1)
Doug Grimsted
Netrix, LLC.
videos (1)
Rob Dang
Novatio Solutions
videos (1)
Gokul Solai
Inquidia
videos (1)
Steve Miller
Artisan Talent
videos (2)
Bejan Douraghy
Intetics, Inc.
videos (2)
Proxfinity
videos (1)
Mitch Carrel
Muses App
videos (1)
Shirley Yang
The LISA App, LLC
videos (1)
Robert Richmond
Tock and The Alinea Group
videos (1)
Nick Kokonas
G2 Crowd
videos (2)
Tim Handorf