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Professional & Personal Development

Traphagen’s unique synergy, the collective view of our professionals, is our distinctive and competitive advantage.  "On the job training" is valuable, but it's only one aspect of your education here at Traphagen CPAs & Wealth Advisors.  That’s why we encourage and invest in our associates and their development.  Our associates have extensive knowledge in numerous disciplines-business accounting, retirement plans, tax strategies, investments and personal financial planning.  Our advisors hold the most prestigious credentials in applicable field of study.  These designations include CPA (Certified Public Accountant), CFP (Certified Financial Planner), PFS (Personal Financial Specialist), CGMA (Chartered Global Management Accountant), AEP (Accredited Estate Planner), CITP (Certified Information Technology Professional) and CCPS (Certified College Planning Specialist).

Get to know more about how you will benefit from working with us from our Associates:

I have been a member of the Traphagen team since 1996, and I am pleased to be part of an organization that has a commitment to excellence, not only in working with clients, but also in the respect shown to its employees. Our management team recognizes that their employees are an important asset, and has assisted many of us in furthering our professional development. The partners have an open door policy that encourages open communication and feedback. I started here years ago as a part time temp, but stayed due to the great work-life balance. Each day at work is like being at my second home.

- Kathy Marsico, Tax Advisor Compliance Manager/Investment Liaison

Traphagen and Traphagen has helped me to developed professionally as well as personally. I had the opportunity to attend the Strictly Business: Dale Carnegie Immersion Seminar, which has helped me to become more articulate, and have confidence to speak one on one and in groups without feeling nervous. The firm has sent me to numerous seminars for both tax and accounting and takes a direct interest in my development.

- Craig Sikora, Senior Accountant

From the moment I walked in for my first interview, I knew that this was the place for me.  There is a certain warmth about the historic building that houses our offices that simply can’t be justified in words, it’s something you feel. Once I met the partners and discovered that we shared many of the same values it further validated my first impression. Being a part of a team whose foundation is built on a commitment to quality and whose focus has always been on trust and integrity is a very rewarding experience. The firm embraces a team approach where everyone’s input matters. Traphagen Financial Group is dedicated to the success of the team and promote both personal and professional growth and development.  I really feel like I have found a second home as well as a second family here at Traphagen Financial Group. Employees are more than just a number and the firm genuinely takes a personal interest in all of its personnel. I am grateful to have been part of this team for the past sixteen years.

- Christine Moran, Client Services Manager

The most rewarding part of my job is not only working with such a great team but having the opportunity to apply and utilize my past experiences, accomplishments and interests while still being offered opportunities for future growth and development- both professionally and personally. Since joining the Firm, I have been strongly impressed with the high quality standards we have in place and the continued emphasis to always strive for efficiency and effectiveness in all we do.

- Desiree Martinez, Senior Auditor

I have been a part of Team Traphagen since 2011 and couldn’t imagine my life any other way. Partners provide direct support and the opportunity to professionally develop and grow within the organization. The positive atmosphere and comradery among colleagues stems from senior partners and carries down to entry level employees. Being part of a professional team with high standards is rewarding when you can utilize that same level of knowledge to clients through tax and financial planning. I am glad to be working with such a great team and look forward to our continued success.

- Jeffrey Hanson CPA, PFS, CFP

Other professional associations Traphagen associates are members of:

New Jersey Society of Certified Public Accountants • Peapack-Gladstone Bank Advisory Board • Valley National Chairman’s Club • Capital One Chairman’s Club • American Institute of Certified Public Accountants • Construction Financial Management Association • BalancePoint Advisory Committee • Professional Management Association • Estate Planning Council of Bergen County • World Trade Center Scholarship Fund • Bergen Community College • National Association of Personal Financial Advisors • Oradell Chamber of Commerce • American Society of Administrative Professionals • CPA Firm Management Association