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
- 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 AccountingAdditional 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