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SANSONE CPA & FINANCIAL
SANSONE CPA & FINANCIAL, led by David Sansone, is a Ridgefield, Connecticut CPA and financial planning firm serving small businesses and individuals.
SANSONE CPA & FINANCIAL
SANSONE CPA & FINANCIAL was established by David Sansone, a licensed CPA, in Ridgefield, Connecticut. The firm focuses on tax return preparation, bookkeeping, and financial planning for small businesses, estates, and individuals. Its service model centers on tax season compliance and year-round advisory, not discretionary investment management. (per public record) The firm offers tax planning, estate planning, retirement planning, and business advisory services. It does not operate separate investment funds or vehicles. The client base appears concentrated in Fairfield County, Connecticut, with no disclosed multi-state or international footprint. (Altss research) No team size, AUM, or recent operational events are publicly recorded. The firm maintains a professional license as a CPA practice, not an SEC-registered investment advisor. There is no evidence of philanthropic vehicles or alternative investment activity. (public record) A structural differentiator is the firm's positioning as a tax-first CPA practice that incorporates financial planning—a model distinct from investment-centric RIAs or broker-dealers. Succession and governance details are not disclosed. (Altss research)
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
Ridgefield, CT, United States
Principals
David Sansone
CPA, Principal
Sector focus
Frequently asked questions
Does SANSONE CPA & FINANCIAL manage investment portfolios?
No public evidence indicates the firm manages discretionary investment portfolios. Its primary services are tax preparation, bookkeeping, and financial planning, delivered as a licensed CPA practice rather than a registered investment advisor. (public record)
Who runs SANSONE CPA & FINANCIAL?
David Sansone, a licensed CPA, is the principal. No other named professionals or investment committee are publicly identified. (public record)
What is the firm's typical client profile?
The firm targets small-business owners, estates, and individuals in the greater Ridgefield, Connecticut area. Its services are tailored to tax compliance and financial planning, not high-net-worth family office needs. (Altss research)
How is SANSONE CPA & FINANCIAL structured?
It operates as a CPA firm, which means it is licensed and regulated by state accountancy boards, not the SEC. This allows it to provide tax and financial planning advice without registering as an investment advisor. (public record)
Is the firm related to any larger wealth management or family office networks?
No public links to larger networks, multi-family offices, or institutional platforms have been identified. The firm appears independent and single-location. (Altss research)
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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