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Below is a listing of our content based on your selected topic, click on the titles below for more information. If the term is unfamiliar, see the Term Glossary<.

Financial Services

For More Information about:

• Employee Benefits Planning
• Income Tax Planning
• Estate Planning
• Creative Pension & Retirement Plan Consulting

Give us a call:

800.433.4272
941.957.0775

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George V. Famiglio Jr, CPA

George Famiglio CPA

George V. Famiglio Jr<

CPA<, PFS, CFP<, CFS<, CGMA<, Master's in Tax,
Admitted to Practice: U.S. Tax Court<

George's Bio:<

George V. Famiglio, Jr. is the principal of our firm. He began the practice in 1971 in Philadelphia, Pennsylvania and opened a new office in Sarasota, Florida< in 1982.  Prior to starting Famiglio & Associates, George worked for George V. Famiglio, Sr., Attorney at Law, Swarthmore School of Music as a advanced guitar teacher, and George V. Famiglio Jr. Real Estate, where he was involved in commercial real estate ventures.

George received a Bachelors of Science in Psychology from St. Joseph's College and a Master's of Taxation from Villanova Law School<. He completed his business law, accounting, and financial education as a MBA candidate at Drexel University<. Additionally he has attained several Master's certificates from Berklee

George is a Certified Public Accountant, a Personal Financial Specialist, a Certified Financial Planner, a Registered Investment Advisor Agent, and a Certified Fund Specialist. He holds the Series 6, Series 22, Series 26, Series 8, and Series 72, as well as is Insurance Licensed. Additionally, George has been an H.D. Vest Representative since 1987.

George has been admitted to practice before the United States Tax Court, a privilege only a few hundred CPAs in the country have received—less than 0.1%.  

He sits on, or advises, numerous boards throughout the community, and is involved with several trusts and foundations. 

Additionally he is a member of American Institute of Certified Public Accountants (AICPA) & Florida Institute of Certified Public Accountants (FICPA).

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