Team | Mark Burns
As a CPA, Mark Burns, provides accounting and financial advice to clients of Belpointe. He is an accountant with Diversified Financial Solutions PC, a CPA firm in Southbury, CT. He provides a wide range of financial services to business and individuals, including tax planning and tax return preparation, monthly bookkeeping, and reviews and compilations of financial statements. Mr. Burns is a member of the Southbury Business Association, the Woodbury Business Association, and the Great Waterbury Regional Chamber of Commerce. Mark resides in Woodbury, CT with his wife Teresa.
Relevant Experience: From 1996 to 2013, Mr. Burns owned and operated Burns & Co., LLC, CPAs where he provided the same range of services to his clients.. Prior to starting up his own business in 1996, he spent eight years as a Partner with another CPA firm in Newtown. Mr. Burns is a Certified QuickBooks Professional Advisor and is also a qualified peer reviewer in the State of Connecticut. Previously Mr. Burns spent fifteen years in various financial management positions with Chesebrough-Pond’s Inc. in Greenwich. This included extensive corporate accounting/ finance experience as well as seven years in the international arena, and culminated with three years as CFO of a major overseas manufacturing subsidiary. At various times, his responsibilities included treasury, tax, foreign exchange, insurance, financial reporting and forecasting, and review and development of systems, policies and procedures. He also spent four years as a member of the audit staff of Arthur Young & Company in New York City.
Education: Mr. Burns received a Bachelor of Science degree in Accounting from Fordham University and an MBA degree in Financial Management from Iona College. He earned his CPA certificate in both New York and Connecticut and is a member of both the American Institute of Certified Public Accountants and the Connecticut Society of CPAs.
About Wealth Services: Mark manages clients relationships for Belpointe Asset Management, LLC, insurance products through Belpointe Insurance, LLC and tax advice through Diversified Financial Solutions PC. Don’t understand the difference between investment advice, insurance sales and the sale of investment securities? Click here to learn more.
Important Information: This page contains information related to Belpointe’s investment advisory services. Investment advice is offered through Belpointe Asset Management, LLC.