Frank A. Insero, CPA, CEO
Partner

Phone: 585-454-6996 | 585-455-9682
Fax: 585-454-4024
Email: frank.insero@inserocpa.com

AREAS OF SPECIALTY
Wealth Management
Business Succession Planning
Estate Planning

Frank is the CEO of Insero & Company and brings over 30 years experience working with closely held businesses including contractors, manufacturers, distributors and real estate developers. Frank not only provides his clients with traditional accounting, tax and general business advice, he also is a valued resource for business growth strategies and improving business performance. He is chairman of the firm’s Wealth Strategies Group which focuses on helping entrepreneurs relative to determining likely successors for their business. In this capacity he has had extensive experience working to transition businesses to family members, employees (ESOP) and outright sales to public and private markets, advising clients on strategies to minimize estate tax, as well as assisting clients with money management needs. His hands-on approach and focus on service are valued resources for his clients.

EDUCATION
State University of New York at Buffalo

CERTIFICATIONS
CPA License – New York
Licensed Insurance Agent and Registered Investment Advisor

PROFESSIONAL ORGANIZATIONS
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants

BOARD/COMMUNITY INVOLVEMENT
Board Member of The Boys & Girls Clubs of Rochester
Chair of The Boys & Girls Clubs of Rochester Development/Marketing Committee
Chair of The Boys & Girls Clubs of Rochester Golf Tournament
The Center for Missing & Exploited Children (Founding Board Member & Treasurer, Honorary Chair for the Black Tie Gala in 2007)
The Country Club of Rochester Membership Committee

AWARDS
Finalist in the Small Business Council’s Business Person of the Year, 2006

PERSONAL SIDE
Frank resides in Victor with his wife Sharon and their two labs Casey and Chloe. He enjoys exercising, golf, gardening and playing the piano.