Gene Tortorello, CFA, EA
As the founder of 3i Wealth Management, Gene has over 15 years of experience in the financial industry. His focus is on constructing customized solutions for both individuals and small businesses that aim to achieve financial goals while minimizing tax burdens. Areas of focus include investment strategy and portfolio construction, retirement planning, tax advisement, and strategic business advisory services.
Immediately prior to establishing 3i Wealth Management, Gene worked for the Investment Risk Group at Prudential Global Investment Management (PGIM).
Gene graduated magna cum laude with a bachelor’s degree in Finance from New Jersey City University and was inducted into the International Business Honors Society Delta Mu Delta. He is a CFA Charterholder and is a member of the CFA Institute and the CFA Society of New York. He is also an Enrolled Agent (EA) and is federally authorized with unlimited rights by the U.S. Department of the Treasury as a tax practitioner.
To learn more about the Enrolled Agent designation, click here: https://www.irs.gov/tax-professionals/enrolled-agents/enrolled-agent-information
To learn more about the CFA designation, click here: https://www.forbes.com/advisor/investing/cfa-chartered-financial-analyst/
