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CFO Advisors Network J. Michael Stolp
CFO Solutions of Arizona LLC.
Managing Member Tel: 480-998-5100 Tollfree: 800-283-2468 Tollfree fax: 800-283-2973 ALL POSTAL MAIL CFO Solutions of Arizona LLC. P. O. Box 14385 Scottsdale, Arizona 85267-4385 STREET ADDRESS CFO Solutions of Arizona LLC. 7047 East Greenway Parkway Suite 250 Scottsdale, Arizona 85254 Profile John C. Herman CFP®
Manager of Portfolio Solutions
Boulder, Colorado 80305 Tel: 480-998-5100 Tollfree: 800-283-2468 Tollfree fax: 800-283-2973 Profile Mark Riesenberg
CFO Advisors Network
Director of Behavioral Change Solutions West Orange, New Jersey Tel: 602-953-7742 Profile Stan Dabrowski
CFO Advisors Network
Director of Long Term Care Solutions Boston, Massachusetts Tel: 480-998-5100 Tollfree: 800-283-2468 Tollfree fax: 800-283-2973 Profile |
Our TeamJ. Michael Stolp
He has educational experiences and professional accomplishments that uniquely qualify him to guide doctors through the "cradle to grave" capital accumulation and capital distribution phases of their lives and economic life cycles. His financial advisory practice helps doctors to achieve their tax optimization, savings accumulation, investment and other risk management objectives. Michael is a 1980 graduate of the Harvard Graduate School of Business in Cambridge, Massachusetts. He is both a Registered Investment Advisor and a Certified Public Accountant (licensed in South Carolina and Arizona), having earned his CPA designation in 1972. In 1971, he received his undergraduate Bachelor of Science degree in Accounting and Business Administration from Bob Jones University in Greenville, South Carolina. His business experience includes more than 35 years senior management experience for both public and privately owned corporations. He also holds the Series 2, 63, 65 and 24 designations. Michael presents Financial Education Seminars to medical and dental groups, in addition to his consulting services for doctors. He is expert in business structure planning, budgeting, disability and life insurance issues, non-qualified and qualified retirement plans, risk-averse savings strategies, and professional practice and business sales. Michael also assists clients to implement advanced asset protection and planning strategies in the areas of wills, revocable and irrevocable trusts, limited liability companies, family limited partnerships, offshore asset protection trusts and corporations, and advanced estate and charitable planning issues. His professional affiliations include the American Institute of Certified Public Accountants, Arizona Society of CPA's, South Carolina Association of CPA's, Harvard Club of Phoenix, Harvard Business School Club of Arizona, Leadership South Carolina, Leadership Greenville and Leadership Albuquerque.
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