Multi-Family Office Wealth Strategist
CurrentCatering 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.
May 2022 - Present
AeroLeads people directory · profile
Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™ Email & Phone Number
New World Wealth Planner with Old School Experience and Skills
at
Balentine
1 work email found
@pnc.com
2 phones found area 404
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
New World Wealth Planner with Old School Experience and Skills
Location
Atlanta, Georgia, United States
Who is Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™? Overview
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Quick answer
Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™ is listed as New World Wealth Planner with Old School Experience and Skills at Balentine, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at pnc.com, phone signal with area code 404, and a matched LinkedIn profile for Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™.
Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™ previously worked as Multi-Family Office Wealth Strategist at Balentine and Senior Wealth Strategist at Pnc. Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™ holds Bachelor, Finance & Multinational Business from Florida State University - College Of Business.
Company email context
Email format at Balentine
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*@pnc.com
68% confidence
AeroLeads found 1 current-domain work email signal for Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™. Compare company email patterns before reaching out.
Profile bio
About Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™
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.
Listed skills include Investments, Financial Analysis, Tax, Wealth Management Services, and 17 others.
Current workplace
Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™'s current company
Company context helps verify the profile and gives searchers a useful next step.
11 roles
Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™ work experience
A career timeline built from the work history available for this profile.
Senior Wealth Strategist
Sr. 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.
May 2016 - May 2022
Financial Advisor
Apr 2015 - Apr 2016
Trust & Fiduciary Specialist
Delivered specialized fiduciary solutions to wealthy families with complex needs.
Jul 2013 - Apr 2015
Market Growth & Development Consultant
Responsible 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.
Nov 2010 - Jun 2013
Tax Senior
Provided tax consulting and compliance for HNW individuals, families, and privately held companies
Feb 2008 - May 2009
Tax Senior
Provided tax consulting and compliance for HNW individuals, privately-held companies, trusts, estates, and tax-exempt organizations
Sep 2005 - Aug 2007
Owner
M.D. Imber & Associates
Mar 2003 - Sep 2005
Revenue Agent
Conducted tax audits for the Small Business/Self-Employed unit
Aug 2002 - Apr 2003
Tax Senior
Provided tax compliance and consulting for expatriate executives and US resident aliens
Jan 1999 - Feb 2001
Mar 1994 - Dec 1998
8 education records
Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™ education
Bachelor, Finance & Multinational Business
Florida State University - College Of Business
Certificate, Financial Therapy
Kansas State University
Certified Exit Planning Advisor Program, Exit Planning Strategy
Exit Planning Institute
Master Of Science, Personal Financial Planning
Georgia State University - J. Mack Robinson College Of Business
Mtx, Master Of Taxation
Georgia State University - J. Mack Robinson College Of Business
Master Of Business Administration, Finance & Management
Georgia State University - J. Mack Robinson College Of Business
Education record
University Of Richmond
Education record
Coral Gables Senior High School
FAQ
Frequently asked questions about Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™
Quick answers generated from the profile data available on this page.
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 Balentine?
Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™ is listed as New World Wealth Planner with Old School Experience and Skills at Balentine.
What is Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™'s email address?
AeroLeads has found 1 work email signal at @pnc.com for Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™ at Balentine.
What is Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™'s phone number?
AeroLeads has found 2 phone signal(s) with area code 404 for Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™ at Balentine.
Where is Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™ based?
Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™ is based in Atlanta, Georgia, United States while working with Balentine.
What companies has Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™ worked for?
Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™ has worked for Balentine, Pnc, Wells Fargo Advisors, Llc, Wells Fargo, and Grant Thornton Llp.
How can I contact Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™?
You can use AeroLeads to view verified contact signals for Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™ at Balentine, including work email, phone, and LinkedIn data when available.
What schools did Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™ attend?
Michael D. Imber, Cpa, Cfp®, Ctfa, Cepa, Aep, Cft-I™ holds Bachelor, Finance & Multinational Business from Florida State University - College Of Business.
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™ is listed with skills including Investments, Financial Analysis, Tax, Wealth Management Services, Financial Services, High Net Worth Individuals, Financial Planning, and Trusts.
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