> J. Michael Stolp CPA
Michael is Managing Member of CFO Solutions LLC, founded by Michael in 1991. CFO is a registered investment advisory and boutique financial planning firm with corporate offices in Scottsdale, Arizona. He is based and resides in Scottsdale. CFO specializes in the unique planning needs of doctors, other professionals and small business owners and the economic issues facing them.
He has educational experiences and professional accomplishments that uniquely qualify him to guide doctors through the “cradle to grave” capital accumulation and capital distribution phases of their lives and economic life cycles. His financial advisory practice helps doctors to achieve their tax reduction, savings accumulation, investment and other risk management objectives.
Michael is a 1980 graduate of the Harvard Graduate School of Business in Cambridge, Massachusetts. He is both a Registered Investment Advisor and a Certified Public Accountant (licensed in South Carolina and Arizona), having earned his CPA designation in 1972. In 1971, he received his undergraduate Bachelor of Science degree in Accounting and Business Administration from Bob Jones University in Greenville, South Carolina.
His business experience includes more than 35 years senior management experience for both public and privately owned corporations. He also holds the Series 2, 63, 65 and 24 designations.
Michael presents Financial Education Seminars to medical and dental groups, in addition to his consulting services for doctors. He is expert in business structure planning, budgeting, disability and life insurance issues, non-qualified and qualified retirement plans, risk-averse savings strategies, and professional practice and business sales. Michael also assists clients to implement advanced asset protection and planning strategies in the areas of wills, revocable and irrevocable trusts, limited liability companies, family limited partnerships, offshore asset protection trusts and corporations, and advanced estate and charitable planning issues.
His professional affiliations include the American Institute of Certified Public Accountants, Arizona Society of CPA’s, South Carolina Association of CPA’s, Harvard Club of Phoenix, Harvard Business School Club of Arizona, Leadership South Carolina, Leadership Greenville and Leadership Albuquerque.