About Us

​Rita Gatta received a B.S. in Finance from New York University.

She is a licensed C.P.A in New Jersey.

Rita worked for Single Family Offices in New York/New Jersey for over 12 years, in public accounting for over 11 years, and money management/wealth advisory for 5 years.
After both children left home for college in 2016, Rita relocated to Jupiter, Florida for her husband’s business venture and a more desirable lifestyle.
Her focus as a CFO for Single Family Offices is tax planning. Although all aspects of accounting,
reporting, treasury and the “bucket of SFO activities” have greatly benefitted her clients, her tax planning strategies implemented have led to her success.
She is a strong advocate of the elderly and volunteers in many aspects of elder care issues through her New Jersey relationships.