David J. Allegra

CPA, CFP®,CDFA - President

David J. Allegra, President and Founder of Allegra Financial, has more than 25 years of experience in the financial services industry.  His vast knowledge includes financial planning/wealth management and tax services for individuals and small businesses.

In 1992, David grew his business from the ground up through his effective business planning and unmatched customer service.  He realizes that everyone's economic situation is unique and feels that personalized service is essential when matching clients with the right financial plan.

As a caring advisor, David is dedicated to establishing a relationship with his clients and learning about your personal goals so that together you can build a financial plan that meets your specific needs.

David Allegra is licensed as a Certified Public Accountant in New Jersey and holds the distinction of being a Certified Financial PlannerTMProfessional.  He is a member of American Institute of CPAs®(AICPA®) and The New Jersey Society of Certified Public Accountants® (NJSCPA®). He has served on the Board of Directors for both The Commission on Accreditation for Health Care (CAHC) and the local chapter of United Way.  Locally, he is also a member of The New Providence Business and Professional Association.  David is a graduate of the University of Scranton, Scranton, PA with a Bachelor of Science in Accounting.

David also volunteers his time by conducting clothing and food drives for organizations such as the MORE Foundation Group and the Community Food Bank of NJ. 

In his free time he enjoys traveling and spending time with his daughters and friends at the Jersey shore. 


PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.