Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

Investing principles and strategies*
Retirement investing and distribution strategies*
Estate conservation issues
Risk management*

We also can answer your questions, including:

Can I retire early?*
Are my investments working hard enough?*
What’s the best approach for college savings?*
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

*These services are offered by David Scafa and Elizabeth Scafa through their affiliation with Avantax Investment Services℠ and Avantax Advisory Services℠

Elizabeth Scafa, CPA, CFP®, AEP®

609-750-0002

609-750-0034

liz@scafafinancial.com

Liz has been employed in the financial services industry for more than 30 years gaining experience in public accounting, banking, insurance and investment management.

David J. Scafa, CPA, PFS

609-750-0002

609-750-0034

dave@scafafinancial.com

Dave has over 30 years experience in the financial services industry. A graduate of Baruch College of the City University of New York, Dave started building his accounting practice upon graduation in 1980 while working full time.

Heidi Oliu

Client Service Manager

609-750-0002

609-750-0034

heidi@scafafinancial.com

Heidi graduated from Manhattanville College with a major in Economics and a minor in Political Science. Upon graduation, she joined Merrill Lynch Asset Management in the Operations Department. She soon advanced to the fixed income...

Marc Oceanak

Financial Advisor

609-750-0002

marc@scafafinancial.com

Marc is a financial advisor for Scafa Financial Services, LLC and joined the firm in 2023. Marc previously worked as an Investment Advisor Representative for MML Investor Services, LLC. He is licensed to provide life, accident and health...

Patricia Stanley

Accounting Manager

609-750-0002

(609) 750-0034

patti@scafafinancial.com

Ms. Patricia Stanley is an accomplished accounting professional with three decades of experience in general ledger maintenance, account analysis and reconciliation and more. Ms. Stanley has honed her skills and deepened her knowledge...

Mary Basso

Client Services Assistant

609-750-0002

mary@scafafinancial.com

Mary is a dedicated and detail-oriented accountant. She is responsible for the preliminary tax preparation for individual client returns. This involves entering all tax data and contacting clients for missing information so...

In Memoriam: Milo Scafa

Office Greeter

609-750-0002

609-750-0034

Milo is a Maltese-Terrier mix who was rescued from a puppy mill in South Carolina. By chance, he was introduced to Dave in June 2010 when Dave stopped to see the dogs that were up for adoption at Rosedale Mills in Pennington.