Shonty Spatola (CFP®, CPA)

Shonty Spatola focuses in the
following client markets or areas of practice:

High Net Worth Client Needs

Medical Professionals

Middle Income Client Needs

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

In my advisory role, I focus on making financial planning simple and understandable for everyone. My services include Personal Financial Planning, where I create individualized plans to help clients meet their unique goals. I specialize in Retirement Planning, helping those in or near retirement, whether they are middle income or wealthy, to prepare financially for their future years.

Investment Management is another key area where I assist clients in growing their wealth through smart investment choices. I also take care of Income Tax Management, aiming to reduce tax bills legally and effectively, and provide Income Tax Preparation services, ensuring accuracy and maximizing potential tax benefits.

Additionally, I offer specialized support to small business owners through Small Business Accounting, helping them keep their finances in order. I also have a special focus on assisting divorcees, helping them navigate the financial complexities during and after the divorce process. My aim is to make managing finances easy and stress-free for all my clients.

Additional Information

As a dual-certified Financial Planner (CFP) and Public Accountant (CPA), I offer a one-of-a-kind blend of expertise. Specializing in financial and tax planning, as well as public accounting, I design strategies that make your finances work as hard as you do.

My experience spans a diverse range of clients. Whether you're focused on wealth accumulation, preservation, or distribution, I can translate complex financial data into actionable plans that drive results.

The advantage of my dual certification is the convenience of comprehensive financial and tax advice under one roof. Say goodbye to the runaround with advisors lacking a solid tax background.

But there's more to me than numbers and plans. I'm a creative problem-solver who thrives on thinking outside the box. My mission? Empowering you to take control of your financial future and helping your money work smarter. Let's do it together.