Robert J. McDermott, CFP®, CPA/PFS, MBA
I established Infiniti Wealth Management in 1994 when I saw that many of my tax clients were not receiving appropriate Investment advice. I have extensive experience in individual taxation, estate planning and comprehensive financial planning.
I earned my CPA/PFS from the American Institute of CPA's in 1988. I have a Master of Business Administration in Taxation from Long Island University School of Business and am a Certified Financial Planner Practitioner ª. In addition to running my own CPA firm for 25 years, I served as Treasurer for the Town of New Milford, CT for eight years.
My in-depth knowledge of Investment Advisory Services, puts me in a position to give my "investment advisory clients" a full range of high quality professional services. I've enjoyed a lot of personal fulfillment in putting my client's personal financial planning needs in good order.
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