Main content

Michael Bean

CPA, CDFA

Biography

Michael Bean

Michael received a BBA in Accounting from Emory University in 1990, and a Certificate of Financial Planning from Duke in 2005. He was a Certified Public Accountant in 1992, a Certified Divorce Financial Analyst in 2009, and was a GA Society CPA. He was named 5 Star Best Class Wealth Manager in the ATL Magazine in 2009, 2010, and 2012. Mike has a passion for helping individuals minimize investment risk, maximize investment returns, maintain tax efficient portfolios and reduce taxes on income.

Education

Michael received a BBA in Accounting from Emory University in 1990, and a Certificate of Financial Planning from Duke in 2005. He was a Certified Public Accountant in 1992, a Certified Divorce Financial Analyst in 2009, and was a GA Society CPA. He was named 5 Star Best Class Wealth Manager in the ATL Magazine in 2009, 2010, and 2012. Mike has a passion for helping individuals minimize investment risk, maximize investment returns, maintain tax efficient portfolios and reduce taxes on income.