We Are Bellavissa.
Bellavissa Daily Money Management was established to address the daily money management requirements of a changing population. The desire to remain independent and stay in our own homes, even as we sometimes lose our ability to perform certain financial functions, is resulting in the need for professionals who have the skills necessary to ensure our financial safety and security.
As the President of Bellavissa Daily Money Management, Cynthia Taliano brings twenty years of knowledge and experience as a CPA with her. Cynthia spent twelve years in public accounting overseeing the performance of audits, preparing individual, business and nonprofit tax returns, and providing consulting services to small business and nonprofit clients. She has served in leadership positions on the Boards of many non-profit organizations over the last twenty years, providing guidance on daily financial matters and has provided daily money management services to a variety of clients. As a CPA, she abides by a rigid Code of Ethics required by the accounting profession, as well as the Code of Ethics required by the American Association of Daily Money Managers.
Cynthia is a member of the American Institute of Certified Public Accountants and the American Association of Daily Money Managers.
Lynne Peterson, Vice President of Bellavissa Daily Money Management, brings with her more than twenty-five years of experience fulfilling the needs of clients by creating effective solutions tailored to meet their needs. Lynne is a member of the American Association of Daily Money Managers.