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Alloy Silverstein Financial Services, Inc.

 (856) 667-6228   info@asfinancialservices.com
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Alloy Silverstein Financial Services, Inc.

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Our Team

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Reynold P. Cicalese, CPA, PFS, CGMA

Advisor

856-667-6228

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Ren first joined the accounting and advisory firm Alloy, Silverstein, Shapiro, Adams, Mulford, Cicalese, Wilson & Co. in 1980 as a tax season temp and has since expanded his offerings and knowledge to include wealth management services through Alloy Silverstein Financial Services, Inc. He now leads the financial services team with over 40 years of experience in business and accounting.

In his current role as Managing Shareholder of the CPA firm, Ren oversees the firm’s services in the areas of mergers and acquisitions, reorganizations, outsourced accounting services, bankruptcy, insolvency, medical practice consulting, and financial advisory services. Throughout his career, he has worked predominately with law firms, real estate developers and operators, computer consulting businesses, health care professionals, manufacturing companies, retail and wholesale organizations, and professional athletes, as well as helping individual clients plan to reach their financial goals.

Ren has passed the FINRA Series 7 and 66 exams as well as the health and life insurance exam. He received his bachelor’s degree in accounting from Rutgers University in 1978 and is a member of the American Institute of CPAs, the New Jersey Society of CPAs, and the Pennsylvania Institute of CPAs.

The NJCPA recognized Ren with the inaugural Volunteer Award in 2018 and named him a "50 Over 50" in 2013. Ren was also named a Top CEO/CFO (2016 and 2018) and a South Jersey Executive of the Year (2012) by South Jersey Biz. A charter member of Rutgers University Camden's School of Business Hall of Fame, Ren was named a Fifty Finest and a Top Ten Outstanding Alumnus in celebration of Rutgers Camden's 50th Anniversary, as well as recipient of the 2012 Scarlet Oak Meritorious Service Award from the Rutgers University Alumni Association.

Additionally, he serves in his community in his roles as member of the Dean’s Executive Advisory Council of Rutgers University, a past President and past Chair of the Global Board of Directors for INPACT Americas, and as an advocate for the American Heart Association’s Go Red for Women. Ren also champions the accounting firm's many community charitable initiatives, including paid volunteer time, group volunteer activities, multiple collection drives, and the firm's annual Adopt-A-Family gift program, benefiting 150 children in need each holiday season.

Ren lives in Medford, NJ and enjoys traveling throughout the United States. He is a former college baseball player, which has helped fuel his love of sports — he has a special soft spot in his heart for the Phillies. He enjoys hitting the fairways and working out at the gym or the track, and he values getting to spend time with his family.

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Ronald Donato Jr., CFP®, MBA

Director of Financial Services

856-667-6228
rdonato@asfinancialservices.com

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Ron joined Alloy Silverstein Financial Services in 2014 and has been working in financial planning, retirement planning, and wealth management since 1997. He has over 33 years of experience in the finance and banking industries, having previously served as Vice President and Account Executive at Valley Forge Asset Management LLC after establishing his career at Meridian Bank/Corestates Bank.

He has passed the FINRA Series 7 and 66 licenses and helps clients with retirement planning, insurance, investments and financial planning. He originally joined the financial services industry because of his passion to help others become successful in their financial lives.

Ron received his Bachelor of Arts degree in political science in 1979 from Ursinus College and his Master of Business Administration degree in Finance in 1987 from Villanova University. Ron holds the CERTIFIED FINANCIAL PLANNER™ designation and is licensed in New Jersey and Pennsylvania for life, accident, and health insurance. He is a member of the Financial Planning Association.

Ron lives in Cherry Hill with his wife of 38+ years and enjoys spending time with their two children and grandchildren. He is an active member of the Men of Malvern Retreat House and is part of the Golf Committee at Holy Eucharist Parish in Cherry Hill. Ron enjoys playing and listening to music, golfing, reading and sports.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Connect on LinkedIn: https://www.linkedin.com/in/ron-donato-9414841

R. Dennis Vogt, CPA

Advisor

856-667-6228

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Dennis is a Financial Advisor at Alloy Silverstein Financial Services and has passed the FINRA Series 7 and 66 exams, as well as the life and health insurance license exam. He is a Partner of the CPA firm Alloy, Silverstein, Shapiro, Adams, Mulford, Cicalese, Wilson & Co., specializing in construction and real estate development accounting services, individual tax preparation and retirement planning.

Dennis earned a Bachelor of Science in Business Administration from Villanova University and has been a member of the accounting firm since 1974. He is a Certified Public Accountant and is a member of the American Institute of CPAs, the New Jersey Society of CPAs, and the Pennsylvania Institute of CPAs. He attended the AICPA National Business Valuation School in August 2008.

Dennis is very active in the South Jersey community. He recently served as treasurer of the Camden County Regional Chamber of Commerce and is a past Chairman of the Cherry Hill Chamber Board. He previously served a four year term as a public member of the NJ Bar Association Fee Arbitration Committee, which hears disputes between attorneys and their clients, and on the board of trustees of the Visiting Nurse Association of Southern New Jersey for 20 years. He previously served on the board of directors and was the treasurer of the ASPPA Benefits Council of Greater Philadelphia (ABCGP), a regional affiliate of the American Society of Pension Professionals & Actuaries.

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