Michael Mirza is the founder and Chief Investment Officer at Wealth & Investment Strategy Experts of Atlanta (WISE). With a holistic approach that transcends mere numbers, Michael’s process encompasses several key areas:
Understanding Your Financial Landscape:
Michael believes in thoroughly understanding each client’s unique financial situation. Tax Mastery:
His expertise extends to tax plannin
g and optimization. Strategic Investments:
Michael navigates the complexities of investment strategies, tailoring them to individual needs. Regular Reviews:
He emphasizes ongoing monitoring and adjustments to aim towards reaching clients' financial goals. A Journey of Excellence
Michael’s journey began in audit and assurance services with prominent consulting firms. In 1993, he established his CPA practice in the vibrant Atlanta Metro area, serving small to medium-sized businesses and individuals. Guiding Your Financial Path
Since 1999, Michael has extended his expertise to financial and investment advisory services. Whether it’s individual retirement funding, 529 plans, or corporate strategies, he navigates the complexities with finesse. Championing Small to Medium Enterprises
Michael’s passion lies in empowering Small to Medium size enterprises (SMEs). He collaborates closely with business owners, helping them potentially grow operations and chart a path toward success. His focus extends beyond growth—Michael assists in laying out exit strategies and succession plans. Credentials and Interests
Master’s Degree:
Michael holds an MBA with a specialization in Finance from Eastern Michigan University. Bachelor’s Degree:
He is also a proud graduate of the University of Michigan (Ann Arbor) with a bachelor’s degree in business administration and accounting. Certifications:
As a US qualified Certified Public Accountant (CPA) in both Michigan and Georgia, Michael brings unparalleled expertise to the table. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, (www.finra.org, www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Please visit www.avantax.com/social_policy for more information.
3200 Olympus Blvd., Suite 100, Dallas, TX 75019, (972) 870-6000.
