Michael K. Creamer, CPA, CFP®, CDFA, ADPA, AIF® Glass Jacobson Financial Group
Michael K. Creamer, CPA, CFP®, CDFA, ADPA, AIF®
Principal, Tax & Planning Services
Director of Wealth Advisory Services
 

MICHAEL CREAMER BIOGRAPHY

Michael Creamer joined us in November of 2011. He has two roles: He’s a principal in our tax and planning department – and a director in our wealth advisory division.

He specializes in accounting and tax compliance and has extensive experience working with real estate management and development firms, professional service businesses, retailing, franchises, hi-tech industries, investment companies, start-ups, not-for-profit organizations and medical practices. He also helps his clients with income tax planning, investment management and retirement planning.

Michael has a long list of credentials and accreditations. He became a certified public accountant (CPA) in 1992 and a certified financial planner (CFP®) in 1997. He is an investment advisor representative, an accredited investment fiduciary, an accredited domestic partnership advisor (ADPA) and a certified divorce financial analyst (CDFA™). He holds the series 7 and 63 securities licenses and is a licensed annuity, life and health insurance agent. Michael is a member of the American Institute of CPAs (AICPA), the Maryland Association of CPAs (MACPA), and the Financial Planning Association.

Before coming to Glass Jacobson, Michael worked at OneSource Financial Services Group in Montgomery Village, MD, where he gained experience working with individual stocks and bonds, mutual funds, variable and fixed annuities, tax planning – and life, long-term care, and disability insurances.

Michael has a Bachelor of Science degree in Accounting from St. Joseph’s University and an education certificate from the College for Financial Planning. He lives in Rockville where he is active in his church, children’s school and local community. He is also a member of the National Youth Sports Coaches Association.

Recent Posts:

Divorce Settlements: Which Assets You Should Consider
Stuck in Colder Weather: Navigating the Challenges of Divorce
Donald J. Trump’s 100 Day Agenda and its Implications for Global Financial Markets

 

certified public accountantmaryland accountantfinancial plannerdivorce financial analystdomestic partnership financial advisorfinancial planningfinancial advisorAccredited Investment Fiduciary® (AIF®) designation