About Punturo Financial Services
Our Foundation
Founded in 2000, Punturo Financial Services was built on a simple belief: families deserve financial guidance that truly puts their interests first. Founded by Rick Punturo, our firm combines the precision of CPA expertise with the comprehensive planning approach of CFP® certification—a dual perspective that's rare in our industry and invaluable to our clients.
Why We Do This Work
Our commitment to protecting clients stems from witnessing too many families hurt by inappropriate financial products and conflicted advice. When Rick saw close friends' parents nearly lose their retirement to unsuitable investments, it became clear that people needed advocates who would stand up for what's right. That sense of responsibility drives everything we do.
Rick Punturo, CFP®, CPA
Founder/President
Rizwana Naz, CPA
Tax Consultant
Alexa Punturo
Director of Business Development
Our Approach
We don't see you as accounts or portfolios—we see families with dreams they want to achieve and legacies they want to build. As your financial partners, we take a holistic view that considers how every decision impacts your broader goals, from immediate tax implications to long-term wealth transfer strategies. Think of us as your personal CFO, providing the same level of strategic oversight that wealthy families have relied on for generations.
