About Us

Partners

Carl AlongiName: Carl M. Alongi

Title: Founding Shareholder, Management Consulting Services Director

Years of Professional Experience: 35 years

Education: BBA, concentration in accounting, University of New Mexico

Certifications: Certified Public Accountant (CPA), American Institute of Certified Public Accountants, Certified Public Accountant, Accredited in Business Valuation (CPA-ABV); Financial Industry Regulatory Authority (FINRA), Series 7 General Securities License, Series 24 General Securities Principal License, Series 65 Uniform Investment Advisor License; American Society of Appraisers - Accredited Member (AM)

Areas of Specialization: Business valuation, strategic business planning, succession planning, management consulting, and litigation support/facilitation

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Personal

If I could spend an hour with someone famous, I would choose Warren Buffet, because he epitomizes sound business judgment.

Other than my profession, my biggest thrills in life are good food, good wine, family and breaking 90 on the golf course.

My absolute favorite food is Italian.

If I could take a trip to any destination in the world, I would choose Italy because it warms the heart, pleases the eye, and satisfies the palate.

My advice for living a successful, happy life is to be optimistic, enjoy family, trust and respect others and balance work and leisure.

Contact

E-mail Carl Alongi
(505) 338-1500; 1-888-910-2727
Fax: (505) 338-1515