Shonty Spatola (CFP®, CPA®)

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

  • Baby Boomers
  • Business Owners
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

We specialize in fee-only personal financial planning, investment management, and income tax compliance.  Our typical clients are mid-career professionals, those nearing retirement and retirees.  

Additional Information

I'm a CPA and CERTIFIED FINANCIAL PLANNER.  I specialize in fee-only personal financial planning, investment management, and income tax compliance.  I enjoy helping clients achieve their goals and assisting in all areas related to finance.  As a CPA and CFP, I am your primary point of contact for all personal financial matters.

NAPFA Start Date

January 19, 2016

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This Office

520 S Sepulveda Blvd Ste 202 Los Angeles, CA 90049 Phone: (310) 477-7979