Shonty Spatola (CFP®, CPA)

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

  • AUM
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • Professional Athletes or Entertainers
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

Personal Financial Planning, Retirement Planning, Investment Management, Income Tax Management, Income Tax Preparation and Small Business Accounting

Additional Information

I'm a CPA and also a CERTIFIED FINANCIAL PLANNER. Working in financial services for nearly 20 years, I specialize in practical fee-only personal financial planning, investment management, tax preparation and tax planning. I enjoy helping individuals in the later stages of the careers, young professionals, business owners, health care professionals, entertainment professionals, small businesses and retirees.

NAPFA Start Date

January 19, 2016


This Office

6303 Owensmouth Ave 10th Fl Woodland Hills, CA 91367 Phone: (818) 208-8686