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About
Michael A. Nadler, CPA/PFS, CFP
Michael A. Nadler heads the investment advisory, personal financial
planning, and wealth management activities of Nadler Financial Group,
Inc. and Michael A. Nadler Financial Services, LLC. He is a Certified
Financial Planner (CFP), a Certified Public Accountant (CPA), and
has obtained the Personal Financial Specialist (PFS) designation from
the American Institute of Certified Public Accountants. He has
extensive experience in estate planning, insurance planning, income
tax planning, employee benefits, and the design and implementation
of retirement plans for individuals and small businesses. He is also
active as an investment advisor, analyzing the economy and
financial markets and specializing in the selection and monitoring
of investment managers for high net worth individuals and trusts.
Michael is securities licensed in Illinois, Florida, Arizona, Nevada,
Wisconsin, and Ohio.
Prior to becoming President of Nadler Financial Group, Inc. and
Michael A. Nadler Financial Services, LLC, Mr. Nadler was Director
of Financial Services for Waterstone Financial Group, a regional
investment firm. He began his career as a tax accountant with Price
Waterhouse after graduating with high honors from the University
of Illinois-Champaign business school with a degree in Accountancy.
He received his professional education in financial planning from
the College for Financial Planning in Denver, Colorado and is a CPA
in the state of Illinois.
Mr. Nadler is a member of the American Institute of Certified Public
Accountants and the Illinois CPA Society. He speaks regularly on
the topics of financial planning and employee benefits to small businesses
and other professionals.
*This
communication is strictly intended for individuals residing in the
states listed above, where the registered representative is licensed to
conduct securities business. No offers may be made to or accepted from anyone
outside the specific states referenced. |
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