Shonty Spatola

CFP, CPA/PFS

As a dual-certified Financial Planner (CFP) and Public Accountant (CPA), I offer a one-of-a-kind blend of expertise. Specializing in financial and tax planning, as well as public accounting, I design strategies that make your finances work as hard as you do.

My experience spans a diverse range of clients. Whether you're focused on wealth accumulation, preservation, or distribution, I can translate complex financial data into actionable plans that drive results.

The advantage of my dual certification is the convenience of comprehensive financial and tax advice under one roof.  Say goodbye to the runaround with advisors lacking a solid tax background.

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My mission

Empowering you to take control of your financial future and helping your money work smarter.

For your peace of mind and to ensure the highest standards of integrity and professionalism, I invite you to verify my credentials through BrokerCheck by FINRA. This platform provides an additional layer of trust and transparency in our partnership.

Let's do it together.
10+
Years of Experience
100%
Commitment to Client Goals

Our process

This streamlined approach ensures clarity and focus, highlighting the essential elements of our financial planning process.

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01

InitialConsultation: Starting Your Journey

Our first meeting is about understanding your goals and how we can help, detailing our services, fees, and any conflicts of interest.

02

Financial Planning Begins: Understanding Your Unique Situation

We gather detailed information on your finances and personal circumstances to tailor our advice to your unique situation

03

Goal Setting: Visioning Your Future

Together, we set clear, achievable financial goals based on a thorough understanding of your priorities and expectations.

04

Analyzing Your Financial Landscape

We assess your current financial strengths and vulnerabilities to identify the best path forward toward your goals.

05

Crafting Tailored Recommendations

Based on our analysis, we develop personalized recommendations designed to optimize your financial success.

06

PresentingOur Strategy

I present our strategy and recommendations, encouraging your feedback to ensure they align perfectly with your vision.

07

Implementing Your Plan

We take action to implement the financial plan, clearly defining each party's responsibilities for a smooth execution.

08

Ongoing Partnership and Monitoring

Our partnership can include regular monitoring and adjustments to your plan, ensuring it evolves with your changing life circumstances.

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