Michael T. Makaila, CPA, Financial Advisor
Michael is a financial advisor and finance professional. Mike’s extensive knowledge, education, and experience enable him to effectively create unique and personalized solutions to help his clients pursue their financial goals. Building long-term relationships with clients and assisting them in securing their financial future is a primary focus.
Education: Bachelor’s Degree in Business Administration from LaSalle University
Financial Designations and Exams: FINRA (IAR) – SIE and Series 7 (General Industry/Products Exam), Series 66 (State Securities Law Exam), PA Resident Producer Individual – Lines of Authority: Accident and Health, Life and Fixed Annuities, Variable Life/Variable Annuity
Professional License: Certified Public Accountant (CPA), Commonwealth of Pennsylvania ▪ License CA033610L (Active)
Membership: Member of the American Institute and Pennsylvania Institute of Certified Public Accountants
