Office: (310) 477-7979
Fax: (424) 256-7964
Mon-Sat: By Appointment
2800 28th St Ste 208
Santa Monica, CA 90405
SHONTY SPATOLA, CFP®, CPA, PFS
Shonty Spatola is a passionate Financial Professional based in Santa Monica, California. Currently, he is the proud Founder of his very own CPA (boutique) firm, which serves as a one-stop operation for all-things tax preparation & planning as well as financial & investment advisory. Shonty prides himself on providing financial advice that is always transparent, objective, and unbiased. As a fiduciary, his priority has been and always will be his clients and their unique financial goals.
When it comes to this mission, Shonty aims to help business owners navigate financial, tax, and economic news, so they can successfully prepare and prosper during good times, and survive (and even thrive in) those economic downturns.
For nearly two decades, Shonty has been proudly serving clients of the Greater Los Angeles area with his undeniable skill set and in-depth industry knowledge. His primary areas of expertise are Fee Only Financial Planning, Investment Management, Financial Planning, Retirement Planning, Tax Preparation & Accounting.
Shonty is a Certified Public Accountant and CFP® (Certified Financial Planner™). He previously studied for a Master’s degree in Taxation and he holds his Master of Business Administration degree.
Prior to his current position, Shonty was associated with a renowned Los Angeles-based accounting firm of income tax and audit specialists. In addition, he worked for a business management firm and a fortune 500 company. He also volunteered for Big Brothers Big Sisters of Greater Los Angeles.
When he isn’t immersed in the realm of finance, Shonty Spatola enjoys traveling and fitness.
PROFESSIONAL & ADMINISTRATIVE STAFF
We have attorney's, bookkeepers and enrolled agents in our office with various levels of experience to support your income tax, financial planning and accounting needs.