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David Stephen Zeldis, CPA, PFS

David Stephen Zeldis, CPA, PFS

Founder and Principal

David Stephen Zeldis founder and principle of Zeldis, Guglielmi & Company, LLP CPA’s and Advanced Capital Advisors, LLC graduated from Central Connecticut State College in 1976 with a BS in Accounting and started his career working for the regional accounting firm of Budwitz & Meyerjack in Farmington, CT. In 1978, he joined Aetna Life & Casualty’s Financial Division and as a Director worked on Corporate Taxes, Corporate Accounting and Due Diligence on several Mergers and Acquisitions. In 1988, he joined Financial Security Assurance, a New York Financial Guarantee Insurer, as assistant controller.

In 1991, Dave and Panfilo Guglielmi formed the partnership of Zeldis Guglielmi & Company, LLP. Services provided concentrated mostly on financial consulting, and tax compliance and planning. In 2000, Advanced Capital Advisors, LLC was established to handle the financial consulting and investment advisory segment of the business. David has helped individuals, families, trusts, and businesses in achieving their financial objectives for more than 15 years.

David has earned the following designations during his more than 30 years of service.

Certified Public Accountant ( CPA )
Personal Financial Specialist ( PFS )

Professional Memberships Include

AICPA – American Institute of Certified Public Accountants
CSCPA – Connecticut Society of Certified Public Accountants