ADDISON G. FLUENT, III
Addison is a partner of Fluent & Ricciardi. He focuses on all areas of comprehensive tax, financial and investment consulting. Addison’s areas of expertise include sophisticated income tax and gift planning techniques, investment advisory services, trust and estate planning, retirement and cash flow planning and insurance analysis. He has a proven track record of successfully navigating the complications associated with wealthy individuals and their families and stays at the forefront of wealth management strategies by continually assessing industry trends, legislative forces and market shifts.
Prior to co-founding Fluent & Ricciardi, Addison was a Managing Director of Sterling, a boutique wealth management firm located in Cleveland, Ohio. He also worked at Cohen & Company, CPA’s with a concentration in tax and financial counseling for high net-worth families. He earned his BSBA from Youngstown State University, Master in Taxation from the University of Akron and his Master in Business Administration from Case Western Reserve University. He is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner and also holds various securities and insurance licenses. He is a member of the American Institute of Certified Public Accountants and the Ohio Society of CPAs.
GENNARO F. RICCIARDI
Jerry is a Certified Public Accountant, a Certified Fraud Examiner, a Certified Valuation Analyst, and partner of Fluent & Ricciardi. Jerry has over 19 years of experience providing valuation, accounting, auditing, tax, forensic, and consulting services to for-profit, non-profit, information technology, medical, manufacturing, automotive, wholesale, and contracting organizations. Jerry’s experience also includes forensic accounting and valuation services to attorneys involved in business litigation.
He received a Bachelor of Science in Business Administration from Youngstown State University in 1997. Upon graduation, he worked locally with 3 local accounting firms before partnering up to form Fluent & Ricciardi. He is a member of the American Institute of Certified Public Accountants, the Ohio Society of Certified Public Accountants, the Association of Certified Fraud Examiners, the Mahoning Valley Chapter of CPA’s, AICPA section of Business Valuation and Forensic & Litigation Services, and A Member of National Association of Certified Valuators and Analysts.