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.