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

NAPFA Start Date

February 14, 2019

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This Office

3904 N Druid Hills Rd #366 Decatur, GA 30033 Phone: (404) 294-5917