Mike Foltz JD, CPA, CFP®
What do your clients appreciate most about you?
I believe my sincerity is what they find most valuable. I take great pride in getting to know clients’ families and personal situations so that I am able to advise them based on what I know about them.
What skills or characteristics make you uniquely qualified for this work?
I have an extensive background in law, tax and estate planning. I bring those disciplines together in constructing well-rounded personal wealth management plans.
Who are your role models?
My Mom and Dad are my role models. My Dad always got to work an hour early and never took a day off. He had only a two-year high school degree, but worked two jobs for his family. He taught me that growing up is thinking less about yourself. My Mom taught me the importance of schoolwork and that failure in school is not an option. My cousins Joe Crispino and Stella Berardi-Marzano (a BDF client!) greatly influenced my career.
What was the inspiration behind founding BDF?
It was important to me to provide a trusted resource to clients, family and friends – a place where people could go to receive competent and thoughtful advice that served their best interests. I really felt our law and tax backgrounds could give clients the financial advice they needed – in one place, where the complexities of investments, estate and tax issues could be brought together in an understandable way.
∨ Read Full Bio