Mary Anne Bohlinger, CPA, CFP®
Wealth Management Advisor
Location: Ewing, NJ
Mary Anne Bohlinger is a CPA and CFP® professional at Wealthspring Financial Partners.
She began her career as an auditor with a Big Eight accounting firm, Touche Ross, in Seattle, followed by 10 years of living and working abroad in four different countries. This international experience broadened her world view, enhancing her ability to advise clients with empathy and respect for their particular social and cultural norms.
Upon her return to New Jersey in 1991, she established a tax practice and expanded her expertise to include financial management.
Today, she focuses solely on financial services, working with individuals and couples in transition – death, divorce, unplanned and planned retirement, health issues and disability.
Her tax knowledge has enhanced financial planning engagements and her extensive experience working with trusts and estates has also served as a valuable resource in developing estate accumulation and distribution strategies.
As the parent of a special needs child, she also welcomes the opportunity to share her experience, knowledge and resources with other parents and caretakers of special needs family members.
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 bachelor's degree in accounting.
In her free time, she enjoys traveling, hiking, gardening and reading.
Check out Mary Anne Bohlinger on BrokerCheck
Designations
Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™
Licenses
FINRA Series 6, 7, 63, 66, New Jersey Life & Health Insurance
Mary Anne’s Favorites
Podcast: NPR's Fresh Air
Books: American Dirt by Jeanine Cummins and The Speed of Trust by Stephen M. R. Covey
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.