Joseph A. Pancerella, CPA/PFS, CFP ®
Joseph A. Pancerella is the Managing Director of the firm. He graduated from the University of Delaware with a Bachelor of Science Degree in Accounting. Starting his own practice in 1997, he formed what is now Pancerella & Associates, LLC in 2004.
Prior to starting his own practice, Mr. Pancerella spent several years involved in both regional and local public accounting. His experience includes high net worth individuals and business clients in real estate, manufacturing, construction and retail. His specialties include corporate and individual taxation, investment advisory and counseling, and business acquisitions and sales.
He is a member of the PICPA Personal Financial Planning Committee as well as a member of the PICPA's Key Contact Program which affords him the opportunity to educate local legislators on the issues affecting local businesses. He is a licensed Certified Public Accountant in both Pennsylvania and Delaware. He is also a Certified Financial Planner ® and has earned the Personal Financial Specialist designation from the American Institute of Certified Public Accountants.
Mr. Pancerella has spoken nationwide on the topics of Practice Development and Practice Management. He is actively involved in Camphill Soltane, an educational community for young adults with development disabilities, serving as the past Treasurer. He is also involved with the Camphill Soltane Foundation, serving as the current Treasurer and President of the Investment Committee. He is the past Treasurer of the Chester County American Cancer Society and is a member of the Berks County Estate Planning Council.