Luis Fonzo, CPA
Partner | Managing Member
Partner at Rosenberg Rich Baker Berman, P.A.
Managing Member at RRBB Advisors, LLC
Luis brings a distinguished professional background and a personal touch to his role at RRBB. He is a multifaceted financial professional with over 15 years of invaluable experience in the accounting industry. Luis combines his extensive knowledge with a keen understanding of the intricacies of private equity and real estate funds’ unique needs, asset management firms, and various investment vehicles. He is a skilled communicator across borders and a valuable asset to any team navigating the complexities of the global financial landscape in need of an international transaction auditor.
International Transaction Auditor
Luis specializes in asset management, particularly building family offices across various industries. His expertise shines through in his ability to explain complex financial transactions to clients, drawing on his extensive experience working with investors and businesses worldwide. His international experience is complemented by linguistic versatility, with fluency in Spanish, English, and Italian and proficiency in Portuguese and French. Therefore, he is a valuable asset for cross-border services, making him the “go-to” for companies entering the U.S. market by ensuring seamless communication in diverse global environments.
Luis’s managerial journey includes supervising and reviewing multilocation audits for global clients. His expertise also shone through in assisting asset management firms with reporting issues related to mergers and acquisitions (M&A) processes and overseeing financial statement conversions under U.S. GAAP and IFRS. However, one of Luis’s notable strengths lies in his ability to guide businesses and individuals navigating the complexities of the U.S. market, particularly those entering from Latin America. His insights and counsel are rooted in an extensive professional background.
Before joining RRBB, Luis played a pivotal role as a Partner at a firm in Miami. There, he supervised audit, review, and compilation processes for private equity funds in Latin America. His contribution went beyond day-to-day operations, as he designed the firm’s audit quality control manual and ensured compliance through peer review by AICPA/FICPA. With a foundation laid during his time in Miami, where he worked in both tax and audit at a young age, Luis developed a unique skill set that extends to international companies. His immersion in different cultures, including a year in Argentina and engagements in Brazil and Paraguay, equipped him with the nuances essential for serving a diverse clientele.
Over the years, Luis has been actively involved in professional affiliations such as the AICPA, NYSSCPA, and Argentinian American Chamber of Commerce. Beyond his professional commitments, he dedicates time to community service, volunteering to speak with the elderly and contributing to food distribution initiatives for the homeless in Miami.
Luis’s academic journey, including degrees in economics and accounting, was shaped by his passion for constant learning and his desire to navigate the world of finance. His love for the profession stems from the interaction with clients and the business development aspect of a CPA firm. In the fast-paced and intricate world of finance, Luis stands out as a reliable and approachable figure, seamlessly blending informal charisma with a wealth of professional insight. His journey is marked by a commitment to excellence and a passion for facilitating success in the ever-evolving accounting and financial services landscape.
Outside of the office, Luis is an avid runner and fitness enthusiast outside the professional realm. He values spending time with family, traveling, and engaging in sports. Despite moving to New York in March, Luis maintains strong connections with his sister and nephew in Miami and frequently travels to Argentina to visit his family.
- Certified Public Accountant, State of New York
- National Public Accountant, Argentina
- Bachelor of Science in Economics, Universidad Nacional de Córdoba (Argentina)
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of CPAs (NYSCPA)
- Argentinian American Chamber of Commerce
"RRBB" is the brand name under which Rosenberg Rich Baker Berman, P.A. and RRBB Advisors, LLC, and its subsidiary entities, including CFO Financial Partners LLC, provide professional services. Rosenberg Rich Baker Berman, P.A. and RRBB Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Rosenberg Rich Baker Berman, P.A. is a licensed independent CPA firm that provides attest services to its clients, and RRBB Advisors, LLC, and its subsidiary entities provide tax and business consulting services to their clients. RRBB Advisors, LLC, and its subsidiary entities are not licensed CPA firms.