Michael Zeiter (CFP®, CPA, CPA/PFS, MAcc)

Michael Zeiter focuses in the
following client markets or areas of practice:

AUM

Business Owners

Charitable Giving

College/Education Planning

Corporate Executives

Entrepreneurs

Planning Specialties

My background as a tax professional allows me a unique perspective on financial planning and investment decisions. I take a comprehensive look at every decision to balance achieving your goals while minimizing your lifetime tax bill. I speciallize in stock option compensation for public companies because of my background and the complexities of these plans.

Additional Information

I am a Certified Public Accountant and Certified Financial Planner who specializes in stock option compensation planning, tax planning, and wealth management. I work primarily with self employed individuals and executives receiving equity compensation from public companies. I started Foundations Financial Planning, LLC to utilize my tax and financial planning experience to provide comprehensive services for my clients.

After graduating with a Master’s degree in Accounting from the University of Missouri, I obtained my CPA license and worked for PricewaterhouseCoopers. In 2014, I began my own tax practice while working full time in the finance industry. Working with personal taxes made me realize the importance of comprehensive financial planning. Too many people miss out on potential savings because of a lack of planning. In 2016, I obtained my Personal Financial Specialist (PFS) license in order to become an investment advisor to assist people with comprehensive financial planning. In 2019, I officially became a CFP® which helps me provide the best service to my clients.