David Cerullo
CPA, CFP®

David Cerullo is a partner at Ridgecrest with 20+ years of public accounting and financial planning experience assisting ultra-high net worth individuals and families with their income and estate tax and personal financial planning needs. He has extensive experience in many areas including individual taxation, estate planning, financial planning, compensation planning, partnership taxation and S Corporation taxation.

He is active in various professional and community organizations, including Colorado Uplift, Denver Estate Planning Council, the American Institute of Certified Public Accounts, Financial Planning Association, and Colorado Society of Certified Public Accountants. In his free time, he enjoys hiking, climbing, sports, and traveling.

SPECIALIZATIONS:

Individual Income Tax
Fiduciary Income Tax
Gift and Estate Tax
Oil and Gas Taxation
Financial Planning
Stock Option Taxation
Closely Held Family Businesses
Flow Through Taxation

EDUCATION:

BS, Accounting, Business Administration Missouri State University
MS, Taxation, University of Denver

Contact

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