A. Bruce Carri, CFP, CPA, EA

Principal

Bruce’s practice revolves around small businesses and their owners.   Additionally, he assist clients with IRS matters, and takes a hands-on-approach with all of his clients.

Professional Designations

  • CASL Chartered Advisor For Senior Living
  • CFP® Certified Financial PlannerTM
  • CHFC Chartered Financial Consultant
  • CLU Chartered Life Underwriter
  • CPA Certified Public Accountant
  • CAS – Certified Annuity Specialist
  • Enrolled Agent

Volunteer With:

  • Vietnam Veterans of America Inc. Chapter 992 – Treasurer

Memberships

  • New Hampshire Society of Accountants
  • Certified Financial Planner Board of Standards
  • Various Veterans Associations
  • Past Member, International Association of Registered Financial Consultants.
  • Past President & Treasurer, Financial Planning Association of Northern New England

Education

  • Bachelor of Science, UNIVERSITY OF SOUTHERN NH

A. BRUCE CARRI, CFP, CPA, EA
Ph: (603) 369-4690 x 1
Fx: (603) 369-6367
Em: bruce@cpmtax.com