J. Michael Stolp

Current

President & CEO at CFO Solutions Inc.

Education

Harvard Business School
Bob Jones University

Recommended

3 people have recommended J. Michael

Connections

136 connections

Industry

Financial Services

Websites

J. Michael Stolp’s Summary

Pres & CEO of CFO Solutions Inc. CFO is a registered investment advisory and boutique financial planning firm based in Scottsdale. CFO specializes in the unique planning needs of doctors and the economic issues facing them.

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 optimization, savings accumulation, investment and other risk management objectives.

1980 graduate of the Harvard Graduate School of Business. He is both a Registered Investment Advisor and a Certified Public Accountant, having earned his CPA designation in 1972. In 1971, he received his B.S. degree in Accounting and Business Administration from Bob Jones University in Greenville, SC.

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.

Professional affiliations include the American Institute of Certified Public Accountants, AZ Society of CPA's, SC Assoc of CPA's, Harvard Club of Phoenix, Harvard Business School Club of AZ, Leadership SC, Leadership Greenville and Leadership Albuquerque.

J. Michael Stolp’s Specialties:

Business structure planning, budgeting, disability & life insurance issues, non-qualified and qualified retirement plans, risk-averse savings strategies, and professional practice & business sales. 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.

J. Michael Stolp’s Experience

President & CEO

CFO Solutions Inc.

(Privately Held; 11-50 employees; Financial Services industry)

1991 — Present (18 years)

CFO is an independent, boutique financial services firm which specializes in the unique planning needs of doctors and the economic issues facing them. Just like many medical and dental professionals, CFO specializes . . . that is, we focus, focus, focus . . . upon implementation and balanced integration of programs and services exclusively for Doctors.