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Cfp Donald Sorota Cpa
Cfp Donald Sorota Cpa
Co-Founder and Managing Director | Altair Advisers
Florida, United States
Cfp Donald Sorota Cpa
Summary
Donald Sorota is a seasoned wealth management professional with over 25 years of experience in investment management and financial planning, particularly for high-net-worth individuals and families. As the Co-Founder and Managing Director of Altair Advisers LLC, he has established himself as a leading consultant, guiding clients through complex financial landscapes including retirement, tax, and estate planning. His expertise extends to transitional life events, making him a trusted advisor during critical moments such as business sales and divorces. Donald's leadership is underscored by his role on Altair's Investment Committee, where he influences strategic investment decisions. His previous experience at Arthur Andersen solidified his foundation in financial advisory services. Recognized multiple times as one of Chicago magazine's Five Star Wealth Managers, Donald combines analytical skills with a client-centric approach. He splits his time between Chicago and Florida, enjoying life with his wife and daughter.
Cfp Donald Sorota Cpa
Work Experience
Co-Founder and Managing Director at
Altair Advisers
June 2002 - Present
Manager at
Arthur Andersen
August 1996 - May 2002
Cfp Donald Sorota Cpa
Education
January 1992 - January 1996
Frequently Asked Questions about Cfp Donald Sorota Cpa
What is Cfp Donald Sorota Cpa email address?
Cfp Donald Sorota Cpa's primary email address is *******@altairadvisers.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Donald Sorota Cpa work for?
Cfp Donald Sorota Cpa is a Co-Founder and Managing Director at Altair Advisers, a company specializing in Security brokers & dealers.
Where Cfp Donald Sorota Cpa graduated from?
Cfp Donald Sorota Cpa holds a degree in from DePaul University.
How can I directly contact Cfp Donald Sorota Cpa?
To contact Cfp Donald Sorota Cpa directly, you can use the email address *******@altairadvisers.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Donald Sorota Cpa?
Donald Sorota is a seasoned wealth management professional with over 25 years of experience in investment management and financial planning, particularly for high-net-worth individuals and families. As the Co-Founder and Managing Director of Altair Advisers LLC, he has established himself as a leading consultant, guiding clients through complex financial landscapes including retirement, tax, and estate planning. His expertise extends to transitional life events, making him a trusted advisor during critical moments such as business sales and divorces. Donald's leadership is underscored by his role on Altair's Investment Committee, where he influences strategic investment decisions. His previous experience at Arthur Andersen solidified his foundation in financial advisory services. Recognized multiple times as one of Chicago magazine's Five Star Wealth Managers, Donald combines analytical skills with a client-centric approach. He splits his time between Chicago and Florida, enjoying life with his wife and daughter.
Cfp`s contact details
*******@altairadvisers.com
Colleagues
Associate Director
Chairman
Managing Director and Chief Client Officer
Director
Managing Director and Head of Investment Research
Co-Founder and Managing Director
Managing Director and Chief Investment Officer
Dean's Advisory Board Member
Managing Director, Head of Finance and Operations