Craig A. Carlini, CPA, CFP, and R&M Wealth Management, LLC

Email: ccarlini@rubino.com

“I consider myself a financial life coach to businesses and individuals.”

Experience

 Craig is a shareholder at Rubino & Company and specializes in finding strategies to minimize tax burdens and preserve wealth for his clients. He is responsible for management of the tax, wealth management and business consulting practice, practice development and client services. He has over 30 years of experience providing proactive, creative tax and investment advice to government contractors, medical practices, attorneys, lobbying firms, and high net worth individuals. Craig also provides consulting on business acquisition and disposal compensation planning, business restructuring, and reengineering.

Licenses and Designations:

  • CPA/Personal Financial Specialist
  • Certified Financial Planner (CFP®)

Member of:

  • American Institute of Certified Public Accountants (AICPA)
  • Greater Washington Society of Certified Public Accountants
  • Maryland Society of Certified Public Accountants
  • Financial Planning Association

Education

George Washington University – Master of Business Administration in Finance and Investments

Georgetown University – Bachelor of Science in Business Administration