Megan Muccio, CF2

About Megan Muccio

Megan is a licensed investment professional for Craig James Financial Services. She specializes in expanding our company’s ability to provide clients with thorough, comprehensive financial advice through her experience both within the financial industry, as well as the CPA and tax advisory world. As an advisor she works with clients, through providing advice on their investments, and with a focus on Financial Planning Services to better educate them on their financial life.



In addition to being a CPA, she is a Series 7 and Series 63 Registered Representative and a Series 65 Investment Advisor Representative. Megan is also a Certified Financial Fiduciary®, a Certified Wealth Strategist®, a Certified Internal Auditor, and has obtained her Life, Accident, and Health Insurance licenses. Megan volunteers for the American Financial Education Alliance and The Foundation for Personal Financial Education. Both organizations seek to educate members of the community on different aspects of financial and retirement planning.

Megan owns her CPA business, Megan D. Muccio, CPA, PLLC. Previously, Megan started her career in public accounting at Mazars as an audit and tax associate. She then transitioned to the Internal Audit group at Henry Schein.

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.