Broker Check
Michael Klotz, CPA, CFP®

Education and Training:

  • CPA

  • CFP®

Specialized Services Offered:

I work closely with my clients to help enable them to properly coordinate all areas of their financial world, from both a wealth creation and preservation standpoint.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative Guardian. Not practicing CPA for Guardian or its subsidiaries or affiliates. CA Insurance License Number - 0F39433.