Fee-only Personal Financial Planning for You

Dual-Certified Expertise: Your CPA and Certified Financial Planner Together

Practical Financial Planning

All-inclusive, Tax-focused Approach

Together we design an all-encompassing strategy that takes into account every aspect of your finances.

No Product Sales

We don’t sell any financial products nor do we receive any commissions. We are fee-only financial planners. We are fiduciaries.  Our complete focus is on what is best for you.

Value for Your Money

We are committed to providing value that exceeds our fee.

Goal Setting

Skillful Tax Planning

Proactive Estate Planning

Coordinated Investment Advice

Worry-free Retirement Planning

Lifestyle Spending Review

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Pledge to clients

As an ACP member, in all my dealings with my clients, I pledge to be:

HOLISTIC in outlook.
PROFESSIONAL in conduct.
EDUCATIONAL in nature.
INDEPENDENT in compensation.
COMMITTED to your success.

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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.


But there's more to me than numbers and plans.  I'm a creative problem-solver who thrives on thinking outside the box.  My mission? Empowering you to take control of your financial future and helping your money work smarter.  Let's do it together.


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.

Financial Planning

Complex

Exclusively for clients with a net worth greater than $2 million. This package includes:



  • Comprehensive Financial Planning
  • Tax Preparation and Optimization

Moderate

Tailored for individuals with a net worth between $500,000 and $2 million. This package includes:


  • Comprehensive Financial Planning
  • Tax Preparation and Optimization

Foundational

Designed for clients with a net worth of less than $500,000. This package includes:


  • Comprehensive Financial Planning
  • Fee starts @ $3,500
  • Tax preparation is not included

Investment Management

Our tiered pricing model rewards you with lower fees as your portfolio grows, starting at 1% for portfolios under $1M and scaling down to as low as 0.5% for investments over $5M. This fee covers the time and expertise required to manage your investments and ensure your portfolio stays optimized over time.

Objective, Fee-Only Advice Designed For You

Contact Information

6303 Owensmouth Ave 10th Fl
Woodland Hills, CA 91367

Telephone

(818) 208-8686

(310) 477-7979

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