Joseph Araneo, CPA
Joseph Araneo is a Certified Public Accountant and an
investment advisor whose practice is concentrated in the area
of individual income tax preparation and financial planning.
Joe realized early in his career that financial planning goes
hand-in-hand with tax planning. He earned his CPA designation
in 1985 and became securities licensed in 1986. He has been
preparing taxes and handling investments for over 30 years.
He strives to be a trusted advisor and friend to many families in Ozone
Park, Howard Beach, and the surrounding areas. Many clients
who have moved from the New York area still choose to keep
Joe as their trusted advisor. Joe received a
B.S. in Accountancy from the State University of New York at
Albany in 1982. Check the background of this investment professional on
FINRA's BrokerCheck.
Steve Araneo,
CFP
Steve Araneo is a CERTIFIED FINANCIAL PLANNER™,
concentrating in personal income tax preparation and
individual/family financial planning. He began his
career as a tax preparer and financial planner in 1995,
working for a national firm in Forest Hills and Ozone
Park, NY. Like his brother Joe, Steve strives to be a
trusted advisor and friend to many of his clients. He is a
two-time president of the Ozone Park Kiwanis Club. He
received his B.S. in Business Administration-Finance from
Georgetown University in Washington, D.C. in 1995, and
his CFP designation in 2002.
Check the background of this investment professional on FINRA's BrokerCheck.
Bettina
Johnson
Bettina
Johnson is a licensed financial advisor who focuses on
individual income tax preparation and investments. She began
her career as a tax preparer and investment representative
with Araneo Tax and Financial in 2004, while pursuing her
degree at Pace University where she received a B.B.A in
Finance in the same year. Her other areas of competency are
Social Security planning and life insurance. Check the background of this investment professional on
FINRA's BrokerCheck.
Brian Gallagher, CFP,
EA
Brian Gallagher is a licensed investment representative and CERTIFIED FINANCIAL PLANNER™ (CFP), focusing on retirement and income tax planning as well as general financial planning and wealth building for his clients. Brian has been in the financial industry for over 25 years and grew up in Howard Beach. He received his bachelor’s degree in accounting and economics from Queens College. Check the background of this investment professional on FINRA's BrokerCheck.
Jackelyn Salgado
Jackelyn is Steve Araneo's Tax and Financial Associate. She has been working with us since April 2021. She has attained her Bachelor's and Master's degree in Accounting/Taxation from St. John's University in 2019. She is working towards completing the Series 7 exam and CFP designation
Kirsten Ruperti is our financial assistant and notary and has been with us since 2018. She is the main person handling the critical back office functions, from opening accounts to closing accounts, and everything in between. She is thorough and detail-oriented.
Maribel Blanco is our office manager. She is often the first voice you hear when you call the office. She has been with us since 2016. She plays a pivotal role in ensuring the office is running smoothly. She is a problem solver. She takes pride in ensuring that our clients are well taken care of.
Onaka Fiedtkou is our receptionist. She joined our team in January 2024 and quickly became an essential member of our team. She is here to greet you with a warm hello and smile whenever you enter our office. She assists with scheduling appointments, answering inquiries, and providing support to both our clients and team members.
Joanne Greenberg is an independent tax preparer working with us since 2002, and a great source of knowledge and experience (25 years+).