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Bernard Salamone

Senior Wealth Advsior at Mercer Advisors
Intro Book
Seasoned financial professional with expertise in financial analysis, accounting, and estate planning.
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Location
Rochester, New York Metropolitan Area...
Skills
  • Financial Analysis
  • Accounting
  • Financial Planning
  • Estate Planning And Administration
  • Real Estate Transactions
  • Show all
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Bio

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Bernard Salamone is a seasoned financial professional with 32 years of experience in financial analysis, accounting, financial planning, estate planning, and real estate transactions. He holds a Juris Doctor degree from SUNY Buffalo Law School and an MBA from the University of Rochester. He is a Certified Public Accountant, Certified Financial Planner, and FINRA Licensed Securities Broker. He has worked as an Executive Vice-President at Mirsky Financial Management Corp., a Partner at Salamone and Salamone, and a Tax Accountant at PricewaterhouseCoopers.

Credentials

  • Certified Financial Planner
    -
    Oct, 2012
    - Jun, 2026
  • Juris Doctor
    -
    Jun, 1991
    - Jun, 2026
  • Certified Public Accountant
    -
    May, 1986
    - Jun, 2026
  • Masters of Business Administration
    -
    Jun, 1985
    - Jun, 2026

Experience

  • Mercer Advisors
    • Senior Wealth Advsior
  • Mirsky Financial Management Corp.
    • 130C Linden Oaks, Rochester, 14625
    • Executive Vice-President
      • Aug 2001 - Present
      • 130C Linden Oaks, Rochester, 14625

      ESQ., CPA, CFP® Financial Planning and ConsultingInvestment ManagementElder LawEstate Planning and AdministrationIncome Tax Planning and PreparationEducation, Certifications, LicensesSUNY Buffalo, JDUniversity of Rochester, Simon School MBA Finance and AccountingUniversity of Rochester, BA Econo...

  • Salamone and Salamone
    • 130C Linden Oaks, Rochester, NY 14625
    • Partner
      • Jan 1992 - Present
      • 130C Linden Oaks, Rochester, NY 14625

      Estate Planning and AdministrationReal EstateElder Law

  • PricewaterhouseCoopers
    • Rochester, New York
    • Tax Accountant
      • Aug 1985 - Jul 1988
      • Rochester, New York

      Audit ServicesIndividual and Corporate Tax Returns

Education

  • 1988 - 1991
    SUNY Buffalo Law School
  • 1983 - 1985
    University of Rochester - Simon Business School
  • 1979 - 1983
    University of Rochester

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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