Liz Scafa, Dave Scafa and the financial planning team formerly known as Scafa Financial Services, LLC has merged with and rebranded as TruPlan Financial Advisors. The two firms have been respected peers and longtime friends through their association with Avantax, a national broker-dealer that supports thousands of tax-focused financial advisors across the country. After discovering the firms shared similar values, approaches and business philosophies, they formalized a partnership to enhance and complement each other’s services.
“We are grateful to have found a partner who can add bandwidth and expertise to our team, so we can continue to provide exceptional service to financial planning clients as we continue to grow,” said Liz Scafa, founder of Scafa Financial Services, LLC and senior wealth advisor. “We’re proud to introduce the TruPlan brand to our clients and community and look forward to continuing to help families and businesses both in New Jersey and nationwide pursue their financial goals.”
The Scafa Financial Services team, including Liz, Dave, Marc Oceanak and Heidi Oliu will become members of the TruPlan team. They will continue to meet with and serve clients as usual—simply under the brand name of TruPlan Financial Advisors. Additionally, Dave will continue to deliver tax and accounting services through David J. Scafa, CPA, PFS alongside accounting manager Patricia Stanley and client services assistant Mary Basso. This team will collaborate with TruPlan Financial Advisors for clients’ financial planning and investment needs.
“We consider it a great privilege that Liz and Dave chose our firm as a partner to expand their financial planning services and support,” said Justin Prescott, president of TruPlan Financial Advisors. “It’s an honor to welcome their experience, depth of knowledge and commitment to exceptional client service to the TruPlan team.”