Michael J. Means, CPA/PFS, CFP®, MBA

Planning Associate

980.701.2310
980.701.2311

 

My NET WORTHWHILE™ is seeing my clients save more for their families while reducing their stress with a better understanding of their financial situation.

Michael’s personal mission is to help clients by providing unbiased, comprehensive financial reviews, including one of the largest factors – taxes. As a CFP® and CPA, he serves dual roles of Planning Associate with SignatureFD’s Charlotte office and Senior Tax Manager with our affiliated CPA partner, Frazier and Deeter, LLC. He focuses on high-net-worth families and closely-held businesses to provide thorough tax and financial planning strategies.

Prior to joining SignatureFD and Frazier and Deeter, Michael worked as an advisor with a Charlotte-based wealth advisory firm, where he prepared financial plans, oversaw the client on-boarding process, and researched complex tax issues.  Michael gained the majority of his eleven years of tax experience at one of the largest 40 accounting firms in the nation, Elliott Davis, PLLC, for over seven years.

Michael holds both a Master of Business Administration with an emphasis in accounting and a Bachelor of Science in Business Administration in Accounting and Finance from Winthrop University in South Carolina. He is a Certified Public Accountant licensed in North Carolina and South Carolina, a Certified Financial Planner, and a Personal Financial Specialist.  Michael is active in the Charlotte business community as a Knowledge Committee Member of the FPA of Charlotte, and he is a member of the North Carolina Association of CPAs.

Michael lives in the Charlotte area with his wife, Rebekah, and his three children.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.