Michael Imber Cpa Cfp Ctfa Cepa Aep Cft-I mimber@balentine.com & | 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.

Michael 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...

Atlanta, Georgia, United States

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Michael Imber Cpa Cfp Ctfa Cepa Aep Cft-I’s Emails [email protected]

Michael Imber Cpa Cfp Ctfa Cepa Aep Cft-I’s Phone Numbers No phone number available.

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Michael Imber Cpa Cfp Ctfa Cepa Aep Cft-I’s Location Atlanta, Georgia, United States

Michael Imber Cpa Cfp Ctfa Cepa Aep Cft-I’s Expertise 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.

Michael Imber Cpa Cfp Ctfa Cepa Aep Cft-I’s Current Industry Balentine

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Work Experience

Balentine

Multi-Family Office Wealth Strategist

Sun May 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Pnc

Senior Wealth Strategist

Sun May 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun May 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)

Wells Fargo Advisors

Financial Advisor

Wed Apr 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Apr 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)

Wells Fargo

Trust & Fiduciary Specialist

Mon Jul 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Apr 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)

Wells Fargo

Market Growth & Development Consultant

Mon Nov 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jun 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)

Grant Thornton

Tax Senior

Fri Feb 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri May 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)

Cbiz

Tax Senior

Thu Sep 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Aug 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)

Md Imber And Associates

Owner

Sat Mar 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Sep 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time)

Internal Revenue Service

Revenue Agent

Thu Aug 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Apr 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time)

Kpmg

Tax Senior

Fri Jan 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Feb 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time)

Bank Of America

Trust Officer

Tue Mar 01 1994 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Dec 01 1998 00:00:00 GMT+0000 (Coordinated Universal Time)

Skills

Languages

FAQ About Michael Imber Cpa Cfp Ctfa Cepa Aep Cft-I

Michael Imber Cpa Cfp Ctfa Cepa Aep Cft-I is located at
Atlanta, Georgia, United States

Michael Imber Cpa Cfp Ctfa Cepa Aep Cft-I is a
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. Balentine

Michael Imber Cpa Cfp Ctfa Cepa Aep Cft-I currently works in the
Balentine

Michael Imber Cpa Cfp Ctfa Cepa Aep Cft-I specializes in
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.

Michael Imber Cpa Cfp Ctfa Cepa Aep Cft-I speaks the following languages:
No languages available.

Michael Imber Cpa Cfp Ctfa Cepa Aep Cft-I has prior experience in the following industries:
Pnc , Wells Fargo Advisors , Wells Fargo , Wells Fargo , Grant Thornton , Cbiz , Md Imber And Associates , Internal Revenue Service , Kpmg , Bank Of America

Michael Imber Cpa Cfp Ctfa Cepa Aep Cft-I has the following professional experience:
Balentine , Pnc , Wells Fargo Advisors , Wells Fargo , Wells Fargo , Grant Thornton , Cbiz , Md Imber And Associates , Internal Revenue Service , Kpmg , Bank Of America .