Hi, my name is Mike Sobitz and I have over 40 years’ experience helping clients with their financial planning journey. My career began at a national CPA firm and after six years transitioned to a local CPA firm where I spent the next four years. It was at this point I realized my passion was helping clients navigate all facets of their financial planning including wealth management, retirement planning, income tax planning and estate planning. Through getting to know my clients on a very personal level, I strive to deliver financial advice that is built on trust and integrity.
I am a CERTIFIED FINANCIAL PLANNER™ professional and Certified Public Accountant (CPA) and graduated from the University of Akron in 1969 with a Bachelor of Science degree in Accounting and Finance.
I am married to Kathy and have two children, Rachel and Josh, a daughter in law Beth and two grandchildren Nora and Sam. I have been greatly blessed. I enjoy serving at our church, spending time with my family and playing golf!