Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Megan D. Muccio, CPA and Certified Financial Fiduciary ® is the VP of Investment and Accounting Services at Craig James Financial Services.  She is the in-house CPA advisor, with a focus on client tax preparation services, advisory services and expanding the company’s ability to provide clients with overall comprehensive financial advice. In addition to a CPA, she is also a Series 7 and a Series 63 Registered Sales Assistant. Megan started her career in public accounting at Mazars as an audit and tax associate, with a focus on the manufacturing and distribution industries. Prior to graduating college, she also volunteered for the IRS Volunteer Income Tax Assistance Program in Ithaca, NY to help low to-moderate-income clients prepare their personal tax returns. While at Mazars, she worked on private clients, providing well-rounded services in audit and review work, tax preparation and bookkeeping services for select clients.  She then transitioned into the Internal Audit group at Henry Schein where she focused more on financial audit and internal control testing of the company and their subsidiaries. She received her Certified Internal Auditor designation while working at Henry Schein and also worked independently as a tax preparer throughout her professional work years. Megan graduated summa cum laude from Ithaca College in 2011 with a double major in Accounting and Business Administration with a concentration in Finance and a minor in mathematics. While in college she was a Beta Gamma Sigma National Scholar and was invited into Beta Alpha Psi and Phi Kappa Phi for her achievement within the business school and her graduating class. She also spent a summer studying in London, and after graduation continued her education at Hofstra University with additional graduate level accounting courses.  Megan was born and raised in Wantagh, NY and currently lives in Commack, NY with her husband.