Mary Boncada

Mary P. Boncada is listed by Shapiro Financial Security Group, Inc. as a CPA / PFS. The firm publishes her direct email and phone number and describes her as an accounting and finance professional with experience across accounting, auditing, tax, risk management, supply operations, and trading.

Before joining Shapiro Financial Security Group, Boncada managed her own CPA firm, where she offered individuals and small businesses tax, accounting/bookkeeping, and elder-care financial services. A public Kean University alumni directory lists “Mary P. Boncada, CPA, MBA, ERP, CGMA” as operating Mary P. Boncada, CPA from January 2011 onward.

Earlier in her career, Shapiro Financial Security Group says Boncada held executive roles at BNP Paribas, including Director of Risk Management working with the bank’s energy clients on secured lending facilities. The same firm bio cites experience at The Coastal Corporation and The Hess Corporation, including responsibility for managing Hess’s market risk against oil-price declines or fluctuations. The alumni directory lists dated experience at BNP Paribas from April 2005 to May 2007, Amerada Hess from 1997 to 2005, Akcros Chemicals America from 1996 to 1997, and Coastal Refining & Marketing from 1991 to 1996.

Her education includes a Bachelor of Science in Accounting from Kean University and an MBA from Monmouth University. Shapiro Financial Security Group lists her certifications and memberships as a New Jersey CPA license, Personal Financial Specialist designation from the AICPA, and membership in the AICPA and New Jersey Society of CPAs. The firm also states that she is a past president of the Monmouth/Ocean County Chapter of the New Jersey Society of CPAs and serves on its Tax & Financial Services committees.

• I found no verified evidence that Boncada is an angel investor, seed investor, venture capitalist, or direct startup backer. The provided stub’s “Angel Investors” and “Seed Round” labels are not supported by the sources reviewed.
• Her public professional focus is financial planning, investment management, tax planning/preparation, bookkeeping/accounting, elder-care financial services, and risk management.
• Shapiro Financial Security Group describes itself as fee-only and says it “do[es] not sell financial products such as stocks and bonds,” instead recommending appropriate investments and helping clients acquire and manage them.
• The firm’s investment-management framework emphasizes portfolio design, risk analysis, asset allocation, portfolio rebalancing, tax management, and investment research.
• Shapiro Financial Security Group says it designs investment strategies around a client’s needs, risk tolerances, income/growth objectives, and ability to handle unexpected events.