Mary Anne Bohlinger, CPA, CFP®
Wealth Management Advisor
Location: Ewing, NJ
Mary Anne Bohlinger is a CPA and CFP® professional. She worked in public accounting and consulting for nine years following graduation and in 1991 established her tax practice in New Jersey. Mary Anne advises small business owners and is also focused on assisting individuals in transition: unemployment, retirement, divorce, death of a spouse or parental incapacity and the planning essential to address these challenging life changes.
She is a member of the Financial Planning Association, the Financial Services Institute, and the National Association of Tax Professionals. Mary Anne is a graduate of the University of Washington with a BA in Business Administration.
Check out Mary Anne Bohlinger on BrokerCheck
Designations
- Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™
Licenses
- FINRA Series 6, 7, 63, 66, NJ Life and Health Insurance
Mary Anne’s Favorites
- Podcast: Stuff You Should Know
- Book: Ring of Bright Water by Gavin Maxwell
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.