Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™ Email and Phone Number
Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™ work email
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Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™ personal email
Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™ phone numbers
With more than 27 years of fiduciary experience in the Wealth Management industry, Mike possesses a unique blend of abilities that helps his clients and partners achieve exceptional long term results through collaboration and attention to client service. Having served in several different roles, Mike has the breadth of perspective to quickly assess client challenges and provide practical solutions in a manner that is easily understandable. He possesses a strong technical background and an array of professional qualifications dealing with the various nuances of Wealth Strategy, Trust Administration, Risk Management, Private Business Succession and Exit Planning, Estate & Gift Planning, and Tax Management.A life-long learner, Mike recently completed a Master's level Certificate In Financial Therapy to transform his practice and incorporate foundations of behavioral psychology into his client understanding and goal based planning.
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Multi-Family Office Wealth StrategistBalentine May 2022 - PresentAtlanta, Ga, UsCatering to the unique needs of multi-family office clients, I serve as a planning resource to solve for the complexities of wealth management and legacy transition.
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Senior Wealth StrategistPnc May 2016 - May 2022Pittsburgh, Pennsylvania, UsSr. Wealth Planner focusing on complex planning issues for high net worth (HNW) and Ultra-high Net Worth clients serviced out of the Atlanta, Georgia Wealth Office. Core responsibilities include private business succession/exit planning, taxable estate transfers involving trusts and closely held entities, philanthropic planning, and planning for unique assets. Served as the central source of collaboration with attorneys, CPAs, consultants, and other outside advisors. -
Financial AdvisorWells Fargo Advisors, Llc Apr 2015 - Apr 2016St. Louis, Missouri, Us -
Trust & Fiduciary SpecialistWells Fargo Jul 2013 - Apr 2015San Francisco, California, UsDelivered specialized fiduciary solutions to wealthy families with complex needs. -
Market Growth & Development ConsultantWells Fargo Nov 2010 - Jun 2013San Francisco, California, UsResponsible for the identification, positioning, and training for Financial Advisors in the Northeast and Southeast regions on offerings of Wells Fargo Private Bank Investment & Fiduciary Services. The role was primarily focused on increasing the exposure of the Specialized Wealth Services including Business Advisory, Estate Settlement, Real Estate Management, Legacy Trust, Investment Management for Non-Resident Aliens, Philanthropic Services, Special Needs Trusts, Life Management Services, and Oil, Gas, and Mineral Interest Management. Worked closely with senior regional leadership and the managing directors of each service offering to promote awareness and facilitate the fulfillment of client needs.
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Tax SeniorGrant Thornton Llp Feb 2008 - May 2009Chicago, Il, UsProvided tax consulting and compliance for HNW individuals, families, and privately held companies -
Tax SeniorCbiz Sep 2005 - Aug 2007Cleveland, Oh, UsProvided tax consulting and compliance for HNW individuals, privately-held companies, trusts, estates, and tax-exempt organizations -
OwnerM.D. Imber & Associates Mar 2003 - Sep 2005
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Revenue AgentInternal Revenue Service Aug 2002 - Apr 2003Washington, District Of Columbia, UsConducted tax audits for the Small Business/Self-Employed unit -
Tax SeniorKpmg Us Jan 1999 - Feb 2001New York, Ny, UsProvided tax compliance and consulting for expatriate executives and US resident aliens -
Trust OfficerBank Of America Mar 1994 - Dec 1998Charlotte, Nc, UsProvided investment and fiduciary services for trust clients
Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™ Skills
Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™ Education Details
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Florida State University - College Of BusinessFinance & Multinational Business -
Kansas State UniversityFinancial Therapy
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Exit Planning InstituteExit Planning Strategy
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Georgia State University - J. Mack Robinson College Of BusinessPersonal Financial Planning
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Georgia State University - J. Mack Robinson College Of BusinessMaster Of Taxation
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Georgia State University - J. Mack Robinson College Of BusinessFinance & Management
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University Of Richmond
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Coral Gables Senior High School
Frequently Asked Questions about Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™
What company does Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™ work for?
Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™ works for Balentine
What is Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™'s role at the current company?
Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™'s current role is New World Wealth Planner with Old School Experience and Skills.
What is Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™'s email address?
Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™'s email address is mi****@****rgo.com
What is Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™'s direct phone number?
Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™'s direct phone number is +140459*****
What schools did Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™ attend?
Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™ attended Florida State University - College Of Business, Kansas State University, Exit Planning Institute, Georgia State University - J. Mack Robinson College Of Business, Georgia State University - J. Mack Robinson College Of Business, Georgia State University - J. Mack Robinson College Of Business, University Of Richmond, Coral Gables Senior High School.
What skills is Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™ known for?
Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™ has skills like Investments, Financial Analysis, Tax, Wealth Management Services, Financial Services, High Net Worth Individuals, Financial Planning, Trusts, Wealth Management, Estate Planning, Accounting, Retirement Planning.
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