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Alan Lorman CPA, CGMA is the founder of Alan Lorman CPA PC. He has over a decade of industry experience servicing small to mid-size clients. Mr. Lorman also holds the designations as a Certified Public Accountant (“CPA”), Chartered Global Management Accountant (“CGMA”), and member of the AICPA section for Personal Financial Planning (“PFP”).

Alan Lorman began his career conducting accounting and attest functions in the healthcare industry for the State of New Jersey and the Federal Government. He was a Medicare and Medicaid regulator and conducted audits at New Jersey Hospitals, Skilled Nursing Facilities, and Renal Dialysis Centers. He worked for the Center for Medicare and Medicaid Services (“CMS”) through a contract with Riverbend Government Benefits Administrators.

Mr. Lorman left healthcare to work in the financial services industry for the New York Stock Exchange (“NYSE”), the premiere Stock Exchange in the world. Mr. Lorman’s tenure involved regulating the Floor of the NYSE including Brokers & Dealers, trading desks, and Specialist firms. He was involved in Financial, Compliance, Regulatory, and Sales Practice investigations as well as, enforcing compliance with NYSE, Securities and Exchange Commission (“SEC”), and the Financial Industry Regulatory Authority (“FINRA”) rules. Mr. Lorman stayed on board when the NYSE merged with the National Association of Securities Dealers (“NASD”) to form FINRA. He continued to grow within the organization and achieved the title of Principal Examiner before leaving FINRA.

After leaving Wall Street, Mr. Lorman worked in the financial services arena at a mid-size CPA firm ranked among the top twenty five largest CPA firms in America. He chose to work for a mid-size CPA firm enabling him to get involved in all facets of the profession. He had performed both attest and advisory functions for his clients. He had built relationships with many types of financial service firms including broker-dealers, financial research firms, and investment banking & advisory institutions. During his tenure, Mr. Lorman also provided tax planning for high net worth individuals as well as, preparation of both personal, estate, and business tax returns.

Mr. Lorman founded Alan Lorman CPA PC to provide start-up and small to mid size businesses access to affordable innovative solutions in the ever-changing global financial environment we live in today. He also formed Alan Lorman CPA PC to provide individuals access to professional services at an affordable price. His motto is to grow one nest egg at a time. Mr. Lorman currently also advises and conducts consulting work for other small to mid size Certified Public Accounting practices. If you are looking for a firm with the highest level of integrity and excellent client relationship skills to become your trusted advisor, please contact us today.

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