CRA Financial, LLC

CRA Financial, LLC is a Financial Planner in Pleasantville, NJ, located at 332 Tilton Rd # 101. The firm operates as an SEC-registered investment advisor and fiduciary wealth management company. It serves business owners, working professionals, athletes, retirees, recently divorced individuals, and those who have recently received a sum of money. The team creates customized portfolios that integrate a client’s entire financial life, including 401(k)s, 403(b)s, 457s, IRAs, pensions, social security benefits, real estate, annuities, and life insurance policies. Services cover investment, tax, insurance, retirement, education, and estate planning. The firm holds a rating of 5.00 based on customer reviews. CRA Financial, LLC was co-founded in 2000 by Matt and Tom to provide a personalized alternative to traditional wire-house brokerage firms. Matt earned his BS in accounting from Lehigh University in 1992 and worked as an auditor for Arthur Andersen & Co. before joining Capaldi Reynolds & Pelosi P.A. in 1995. As a Certified Financial Planner, he specializes in asset management built on a solid financial plan. Tom completed a BS in accounting from Villanova School of Business in 1987 and concentrated on individual income taxation and pension consulting for small businesses at Capaldi Reynolds & Pelosi P.A. He emphasizes tax efficiency and investment research, with experience advising professional athletes and serving as a former member of the Sports Financial Advisors Association. Robert joined the firm in 2012 after six years with Wells Fargo Advisors. He holds a CERTIFIED FINANCIAL PLANNER designation and became a CFA Charterholder in 2014. Robert received his Finance degree and an MBA with a specialty in Finance from Rowan University. He serves as an adjunct professor at the Rohrer College of Business, teaching Portfolio Management and overseeing the University’s Student Managed Investment Fund. Jeff joined in 2017 after over six years in the Retirement Group at Merrill Lynch and four years as an Associate Wealth Advisor at a Registered Investment Advisory firm. He is a CERTIFIED FINANCIAL PLANNER professional. The firm maintains a strategic partnership with Capaldi, Reynolds, & Pelosi, Certified Public Accountants, P.A., which has over 30 CPAs on staff, and employs two CPAs on its investment team. The firm focuses on after-tax returns and minimizes turnover to reduce taxes. Clients receive online account access through Charles Schwab or Fidelity and proactive quarterly updates from their specific advisor. The team ensures clients speak directly to staff members rather than a call center. CRA Financial, LLC combines fiduciary responsibility with specialized tax and investment expertise to help clients in Pleasantville, NJ, preserve and grow their family wealth.

CRA Financial, LLC is situated on Tilton Road in Pleasantville, New Jersey, just 0.1 miles from the Ridgewood Heights neighborhood and 0.2 miles from South New Road.

BizScoreAI awarded the firm a perfect 100 out of 100 for its Schema & Structure score. The website uses structured data and clear headings to help AI assistants and search engines understand exactly what the business is and what it offers. The firm also received a 72 out of 100 for its SEO Score. This solid result reflects the technical health of the website, helping search engines crawl and rank the site so local customers can find it.