Mary Shaltis (CFP®, CPA)

Mary Shaltis focuses in the
following client markets or areas of practice:
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
NAPFA Start Date
February 14, 2019