Michael Mirza, CPA, Investment Advisor Representative

With over 35 years of experience, Michael Mirza has been a trusted advisor to both corporate entities and individual clients. His unwavering commitment to Taxation and Private Wealth Management has shaped his career, making him a beacon of financial wisdom.

A Holistic Approach

As the founder and Chief Investment Officer at Wealth & Investment Strategy Experts of Atlanta (WISE), Michael believes in a holistic approach that transcends mere numbers. His process encompasses:

1. Understanding Your Financial Landscape: Michael delves into your financial position, net worth, and cash flow requirements. This foundational understanding informs every decision.
2. Tax Mastery: Beyond tax preparation and compliance, Michael manages your tax situation proactively. His strategies could potentially optimize your financial outcomes.
3. Strategic Investments: Michael crafts unique investment strategies that could potentially optimize financial outcomes. 
4. Regular reviews assist with staying on course toward your goals. 

A Journey of Excellence

Michael's journey began in audit and assurance services with prominent consulting firms. In 1993, he established his CPA practice in the vibrant Atlanta Metro area, serving small to medium-sized businesses and individuals.

Guiding Your Financial Path

Since 1999, Michael has extended his expertise to financial and investment advisory services. Whether it's individual retirement funding, 529 plans, or corporate strategies, he navigates the complexities with finesse.

Championing Small to Medium Enterprises

Michael's passion lies in empowering Small to Medium size enterprises (SMEs). He collaborates closely with business owners, helping them to potentially grow operations and chart a path toward success. His focus extends beyond growth—Michael assists in laying out exit strategies and succession plans.

Credentials and Interests

• Education: Michael holds a master's degree in business administration (MBA) with a specialization in Finance from Eastern Michigan University. He is a proud graduate of the University of Michigan (Ann Arbor).
• Certifications: As a US qualified Certified Public Accountant (CPA) in both Michigan and Georgia, Michael brings unparalleled expertise to the table.
• Personal Pursuits: When he's not immersed in financial matters, you'll find Michael enjoying swimming, soccer, college football, and exploring new destinations.