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.
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