Mike Selzer, CFP®, CPA

Senior Tax Advisor, Managing Director

Cleveland, OH

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Certified Public Accountant
  • Member of the American Institute of Certified Public Accountants

 

Work Experience

  • Joined MAI in 2019 and serves the tax compliance and planning needs of his clients which include high net worth individuals and the firm’s sports clients as well as their corporate, partnership, trust, and charitable foundation entities
  • Worked for Paragon Advisors where he was responsible for tax and estate planning for high-net-worth individuals, along with tax compliance for his clients
  • Started his career working for Apple Growth Partners, specializing in tax compliance and planning for non-profit entities, privately owned businesses, and high net worth individuals

 

Life Outside of MAI 

  • Board Member for Coleman Professional Services from 2015-2019

 

Education

  • Kent State University, BS in Business Administration, MS in Accounting
  • Masters in Science of Accounting

 

1Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

We look forward to learning about your financial goals.

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