Michael Bean, CPA, CDFA holds his Certificate in Financial Planning from Duke University and a Bachelors of Business Administration from Emory University’s Goizueta Business School with a specialization in accounting and tax. Michael is licensed in the state of Georgia as a Certified Public Accountant and additionally holds his mortgage and insurance licenses. He is a fiduciary and practices holistic financial planning.
Prior to founding Infinity Financial Partners, LLC, Michael spent several years as a partner practicing tax and financial planning locally in greater Atlanta, worked in the finance and audit groups at The Home Depot and earned his CPA at KPMG.
Michael has been heard speaking on the topics of financial planning on Radio Business X and has led several financial planning classes for adult learning at Emory University, Georgia Tech and Agnes Scott. He has also lectured to several family law bar associations across Georgia on critical mistakes made during the financial planning process.
Michael has been highlighted numerous times for his commitment to his clients and service to Atlanta’s business community having been recognized by Atlanta Magazine as a Five Star Wealth Management Best in Class for Customer Service for three successive years and has been featured in Divorce.com magazine. During his 30 years as an Atlanta resident he has developed strong ties to both his clients and the community, founding and running The Georgia Tuition Assistance Program, a 501©(3) organization that has awarded more than $2,000,000 in scholarships to Georgia students.