Broker Check
Amy Sonstein, CPA/PFS*, CExP

Amy Sonstein, CPA/PFS*, CExP

Amy Sonstein graduated Magna Cum Laude from The George Washington University in 1999 with a Bachelor’s Degree in Accounting. After passing the CPA exam, she began her career in public accounting as an auditor with Deloitte & Touche. Thereafter, Amy spent four years as a forensic accountant at Parente Randolph before she joined C&A Financial Group in 2004. In 2006, Amy launched Sonstein Financial Group, a full service financial services firm, in South Jersey. As the principal, Amy manages this growing and dynamic organization.

In addition to helping clients, Amy donates her time to a variety of causes. Amy is a guest lecturer at Rutgers University and a guest speaker for the American Institute of Certified Public Accountants. 

Licenses/ Associations

Certified Public Accountant (CPA) in New Jersey
Personal Financial Specialist (PFS)

Certified Business Exit Planner (CExP)

Variable Accident and Health Insurance License
Life Insurance License
Securities License Series 6, 7 and 63
American Institute of Certified Public Accountants (AICPA)
New Jersey Society of Certified Public Accountants (NJSCPA)

Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian 

Sonstein Financial Group is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC.

Not providing accounting or tax services as agent for Guardian or its subsidiaries or affiliates

*Not practicing for Guardian or any subsidiaries thereof.

CA Insurance License 0F93626