Michael A. Holt, CPA, CFP®
Senior Vice President
Wealth Management Strategist
Member of The MDE Group Investment Committee
Mike is a lead counselor on many of The MDE Group's corporate executive financial counseling relationships. In addition, his years of personal financial counseling, tax, and related experience make him well equipped to assist clients with virtually any financial planning need.Mike joined The MDE Group in 1994 from Mahoney Cohen & Co. where, as tax manager, he specialized in personal income tax and financial planning services for high net worth individuals. Prior to that, he was a senior financial counselor at Clarfeld & Company specializing in counseling senior corporate executives. Mike spent the first nine years of his career with Deloitte & Touche auditing brokerage firms in New York. He later moved for the firm to Saudi Arabia where he developed a specialization in individual tax planning for executives working overseas.
Mike has a B.S. in accounting/finance from Cal State Long Beach and attended the Pace University M.S. Taxation Program. He is a Certified Public Accountant (CPA) and a CFP® professional.