Private Message Michael J Amato
ABOUT Michael J Amato
Michael Amato is President of ITFP which is an independent company. It is not owned by any other company and not dependent on the sale of financial products, as are many other companies. ITFP provides high-quality personalized financial planning, tax and accounting services to individuals and businesses.
Designations
CFP® - Certified Financial Planner
CPA - Certified Public Accountant
Qualifications
Certified Public Accountant (CPA) designation was conferred by the Commonwealth of PA, Dept. of State, State Board of Accountancy in February of 1980. Certified Financial Planner™ (CFP™) credential was conferred by the International Board of Standards and Practices for Certified Financial Planners in March of 1989. Life & Health Insurance license was conferred by PA Dept. of Insurance in July of 1991. Certified Fund Specialist (CFS) was conferred by the Institute of Business and Finance in December 2001. Certified College Funding Specialist (CCFS) was conferred by the Association of Certified College Funding Specialists in October 2005. Personal Financial Specialist (PFS) designation was conferred by the American Institute of Certified Public Accountants (AICPA) in July 2006.
Licensed - Yes
License No -
License Type - Securities & Insurance
Independent Tax & Financial Planners, PC
130 Buck Road, Ste 101
Churchville, PA 18966
P: (215) 354-0500
F: (215) 354-0117
www.ITFP.com
Services Offered
College Financial Planning
Financial Planning
Tax Planning
Retirement Planning
Investment Management
Estate Planning
Cashflow Management
Meetings Offered
My Office
Over Phone
Availability
Mornings
Afternoons
Evenings
CCFS® (Certified College Funding Specialists)
EARNED BY
Michael J Amato
ISSUED ON
2017-01-01
CCFS® MEMBER ID
C-582-1381851162
DESCRIPTION
The CCFS® certification mark identifies college financial professionals who have met the high standards of competency and ethics established and enforced by the Association of Certified College Funding Specialists.
Disclosures
