Michael Staman (AWMA, CAP, CFP®, MPAS, MSPFP)
![](https://members.napfa.org/Portals/0/assets/images/contact/e05ca878-64f7-427c-9fe0-f06b0d3ac5d8.jpeg)
Michael Staman focuses in the
following client markets or areas of practice:
- Charitable Giving
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Charitable Giving
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Additional Information
I’m applying 25+ years of experience to a select number of families, helping them maximize their financial situation. I have expertise in retirement, tax, and estate planning, and especially enjoy helping with charitable giving.NAPFA Start Date
March 27, 2023
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.