CONNECT

Address:

250 Tanglewood Lane
King of Prussia, PA 19406

Phone:

610-265-4122

Frank J. Imperial, Jr.<br>CPA, PSF, CFP

Frank J. Imperial, Jr.
CPA, PSF, CFP

Manager

Frank came to Clairmont, Paciello in 2008 after graduating from Millersville University with a BS in Accounting. He has experience across a variety of industries, including real estate management, real estate development, not-for-profit, manufacturing, retail, restaurants, and construction.

Frank is passionate about taking a proactive and comprehensive approach to serving CPC clients. When making recommendations about tax planning and financials, Frank wants to be sure his clients are aware of their tax liability and the implications of their financial decisions.

As a manager, Frank oversees and reviews the work of CPC’s staff accountants, particularly managing various stages of client engagements and reviewing prepared financial statements. He also oversees staff accountant bookkeeping work and prepares complex personal income tax returns and estate tax returns.

As a Certified Financial Planner since 2014, he provides comprehensive financial planning services to individuals and owners of closely-held businesses.

Certifications:

  • Certified Public Accountant (CPA) in Pennsylvania
  • Personal Financial Specialist (PFS)
  • Certified Financial Planner (CFP)

Education:

  • BS in Accounting, Millersville University (2008)

Professional Affiliations:

  • Pennsylvania Institute of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Financial Planning Association
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck