Vincenzo G. Testa, CPA

Associate Wealth Advisor & Tax Planner

Vincenzo G. Testa, CPA

Associate Wealth Advisor & Tax Planner

Vincenzo recently joined Bouchey Financial Group in May 2021 as a Wealth Advisor/Tax Planner after solely working in public accounting for most of his career. He brings 3 ½ years of experience in Tax Preparation and Advisory Service. Vincenzo was born in raised in Troy, NY, a couple blocks east of the firm’s office on 5th Avenue. At our firm Vincenzo will work with clients on their financial/tax planning, investment management and soon help develop a family office network.

Vincenzo began his career as an intern at Cusack and Company, LLC in Latham, NY. During his internship he prepared taxes for many individuals and conducted financial statement audits for the various public schools in the capital region. After this, Vincenzo spent 2 ½ years at KPMG LLP, the world’s fourth largest consulting/accounting firm. During his time at KPMG, Vincenzo prepared and review tax forms and calculations for individuals, partnerships and corporations.

Vincenzo earned his Bachelor’s and Master’s Degrees in Accounting at Siena College in Albany, NY. During his time at Siena, he was an officer of his class’s chapter of Beta Alpha Psi, an international honor society of Accounting and Finance. He also tutored other students in introductory Tax and Cost Accounting courses.

Outside of his professional life, Vincenzo enjoys spending time with his family, attending workout classes, and riding his bicycle on the various trails within the Capital Region.

More About Vincenzo:

When he’s not focused on tax planning and financial planning for his clients, Vinnie enjoys attending high intensity workout classes and spending time with his son Luca.

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