Andrew T. Gilinsky
CPA, PFS, MBA, CFP

Andy Gilinsky serves as vice president and shareholder of Clairmont, Paciello & Co., P.C., a regional financial services and certified public accounting firm, CPC Financial Planning, Inc., a fee-only financial planning company, and Tanglewood Investments, Inc., an insurance and investment product implementation firm. He also heads up the tax department at Clairmont, Paciello.

With more than 35 years of experience in accounting and financial planning, Andy offers his clients a high level of expertise and financial foresight. Since 1987, he has provided comprehensive, proactive accounting and financial planning to Clairmont, Paciello clients. His business clients span a wide range of industries, including manufacturing, retail, wholesale, construction, real estate, healthcare, and personal services.

Andy also provides personal accounting and financial planning services. Over the years he has advised hundreds of individual clients on tax-saving strategies, providing proactive and timely recommendations to help them achieve their financial goals, and has conducted tax planning for estates as well. He is an Investment Advisor Representative registered with the Pennsylvania Securities Commission and Royal Alliance.

Certifications:

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

Licenses:

• FINRA Series 7, 63, and 65
• Life/Accident/Health Insurance
• Fixed and Variable Annuities

Education:

• MBA, Michigan State University (1987)
• BS in Accounting, State University of New York at Albany (1982)

Professional Affiliations:

• American Institute of Certified Public Accountants
• Pennsylvania Institute of Certified Public Accountants
• Financial Planning Association

Volunteer Work:

• Montgomery County Chamber of Commerce, Current Co-Treasurer and Past Volunteer Special Assistant to the President