Robert Belcuore
Co-Founder
Robert has been acquiring and managing real estate since 1994 and founded Core Realty Corporation in New Jersey.
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Who we are
Financial solutions for CPAs, through insights and education.
CPA Retirement Solutions exists to give accounting professionals the same quality of retirement guidance they spend their careers giving others.
Our story
Built around the way CPAs think.
CPAs spend their working lives inside other people's numbers. The irony is how often their own retirement plan is the one that never gets a proper set of schedules.
We built CPA Retirement Solutions as an education-first platform for accounting professionals. That means webinars, articles, and one-on-one conversations that start with the reasoning, show the math, and leave the decision where it belongs, with you.
Our clients tell us the difference is tone. There is no product pitch waiting at the end. There is a set of scenarios, laid out in detail, so you can weigh them the way you would weigh anything else that crossed your desk.
CPA Retirement Solutions and Cornerstone Wealth Associates are affiliated entities.
Leadership
Meet the team
Cheryl L. Crawford
Co-Founder
A retired CPA with 35 years in financial services, Cheryl has held CFO and Director of Corporate Tax roles at firms including Morgan Stanley and Ernst & Young.
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Diane Goldman
Co-Founder
Diane began her career as a CPA at KPMG and holds the AICPA Personal Financial Specialist (PFS) credential.
Read full bio →What we stand for
Our core values
Every client interaction is guided by the values our team shares.
We provide financial solutions to CPAs through insights and education.
Rob Belcuore
What guides us
How we work
Education before advice
Every engagement starts with teaching. If you understand the mechanics, you can judge the recommendation on its merits instead of taking it on faith.
Show the schedules
Strategies get written out, scenario by scenario. You should be able to trace the reasoning from assumption to outcome without guessing.
Speak the language
Practice equity, buyouts, concentration risk, and tax treatment are not side topics for a CPA. They are the plan.
No pressure, ever
A first meeting carries no obligation. Plenty of people take the education and go, and that is a fine outcome.
Our approved affiliates
Get started
Schedule your initial meeting.
A first conversation to understand your situation. No obligation, and no product pitch.
- We start with your practice, your timeline, and your goals.
- You leave with clarity, whether or not you work with us.
- Everything is framed as education, backed by written schedules.
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