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Nicolina Stewart, WIPP National Partner of the Month and President, CMA Solutions, Inc. Profile

Monday, August 17, 2009  
Posted by: Oriana Camacho
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Nicolina A. Stewart, WIPP National Partner of the Month and CPA, PFS, CLU, ChFC, founded Capital Management Advisors, Inc. (CMA) in 2002, CMA Solutions, Inc. in 2006, and CMA Accounting Solutions, PA in 2009. She serves as President and CEO of all three companies. Nikki began her financial planning career 23 years ago in Indiana, specializing in personal, business and estate planning for high net worth clients. She moved the headquarters for her operations to Sarasota, FL in 1998. CMA, a Registered Investment Advisor, offers financial planning, portfolio evaluation and management, investment and insurance reviews, and analysis, design and management of individual and company retirement plans. CMA is completely independent regarding companies and products we research and implement. CMA Solutions provides comprehensive management of assets (similar to Family Office Services) which includes CMA’s services as well as expense management and bill paying, philanthropic management, estate and succession planning, risk management/insurance analysis, holistic financial planning and coordination, and comprehensive reporting. CMA Accounting Solutions, PA is a traditional Certified Public Accounting firm specializing in individual and business tax preparation, as well as non-profit and governmental audits, and consulting.
 
Click here to read her full biography.
 
Click here to read additional information on Life Insurance and click here to read additional information on Estate Planning.

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