About Charles Geraci
If your concern for financial advice is genuine, your advisor should be too. Charles Geraci specializes exclusively in the areas of investment, retirement and estate planning. His commitment to excellence has built a solid client base, largely through referrals from satisfied clients and other professionals. In private practice for over ten years, Charles has consulted with company owners, senior managers and families in the structuring of their estates to minimize tax exposure and secure retirement income needs. Charles offers fee-based personal, business and financial planning services. He concentrates on making work optional for his clientele of affluent individuals, successful professionals and senior-level managers, by helping them to make more intelligent decisions about the money they spend and invest. Additionally, Charles assists businesses and individuals in solving a multitude of issues ranging from funding company buy-sell agreements to individual tax planning through efficient investment management and strategies.
Accountant Details
Education and Degrees
BA, Accounting/Finance
Languages Spoken
Charles Geraci provides accounting services to clients in the following language(s):
- English
Specialties and Skills:
Contact the accountant directly to find out about learn more about their skills and specialties, since not all may be listed. All CPAs, including Charles Geraci, have at the minimum an undergraduate degree in accounting verified by the state board of accountancy, and have passed a rigorous national exam. All certified public accountants must also adhere to mandated continuing education requirements, set by the state in which they are licensed.
- Basic Accounting Services
Industry Specialties
- No Industry Specialties
Professional Memberships
AICPA, American Society of Financial Service Professionals, Houston Chapter of Certified Public Accountants, Houston Estate and Financial Forum, Montgomery County Business and Estate Planning Council, Planned Giving Council of Houston, Texas Society of Ce
Contact Information
Address:
Charles GeraciPost Office Box 9125
Spring, TX 77387
Phone Number:
Click to Show
Fax Number:
281-362-7087
Website:
www.flash.net/~cgeraci
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