Michael L. Chindamo, CFP®, AIF®, CSP®
Managing Director - Family Office Services
Visit my web site!
Phone: 407-740-5900
Fax: 407-628-3678
Mobile Phone:Cell 407-492-5016
E-mail: partner@familyadvocate.net
Michael L. Chindamo, CFP®, AIF® - Managing Director, Founding Partner Certified Succession Planner - CSP® FFA Offices in all locations Privacy and confidentiality agreements prevent inclusion of some clients.
- Attained Certified Financial Planner™ (CFP®) Certification through Adelphi University, NY in 1984.
- Mike is FINRA Licensed Sr. 6, 65, FL Life, Health, VA.
- EF Hutton, Huntington, NY- Consulting Services, managed portfolios 1981 - 86
- Member of Financial Planning Association (FPA) 1984 to 2008
- Qualified for membership in The Registry of Certified Financial Planner™ Licensed Financial Planners in 1990. This is an organization that chose the top ranked comprehensive financial planners in the US.
- Profiled in Marquis "Who's Who in Finance and Industry" 1991,92,93 and 99.
- Owned/Founder - partner in Sparta Group, one of the top Multi-Family Office firms specializing in professional athlete management & family enterprises 1986 - 90. One of the top financial offices clearing through SunAmerica 1987 - 1990.
- Has spoken at numerous round-table discussions for other planners about comprehensive planning for professional athletes and closely held businesses.
- Former member of Sparta, NJ Rotary, Sparta Chamber - member, and Director; served on Board of Directors - Hilltop Country Day School, then elected to Executive Committee 1986-90; President Paul Davis Systems, Inc of NNJ 1990-96; Member of AGC of Central Fl 1998 - 2003; ML Chindamo & Assoc. 1998 - 2002. Member of Seminole County Chamber and served on Longwood Chamber Board and headed the membership committee for one year. Member Sanford Rotary.
- Interviewed, Orlando Business Journal March 10, 2006 issue - Entreprenuer section "Family Value Creations", Barron's, Financial Planning, Registered Rep., Stars and Stripes Pacific Region, Articles published in Constructor, AGC Monthly, Southeast Construction as well as some regional magazines in NJ. - Hosted Radio Show "Family Business Matters" . Created the "Family Financial Advocates Journal™ software". Published through Family Value Creations, "A Career in Music...How to Stand a Chance" authored by Larry Hoppen, co-founder of the music group, Orleans. Mike has been interviewed on the Everyday Wealth Radio with host Gerri Detweiler; Internet TV - Life Network - with founder and host Bill Stear.
- Guest Column - Orlando Business Journal; Aug. 25th issue - Pension Protection Act 2006; Title VI. Interviewed and source - Stars and Stripes, Pacific Region columnist Chris Fowler
- Attained AIF® designation - Accredited Investment Fiduciary™, May 2005 - awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh's Center for Executive Education.
- Member of International Succession Planning Association™ (ISPA®)
- Attained the Certified Succession Planner™ designation (CSP®). Awarded by the ISPA® - June 2011
- Co- manages FFA Portfolios
- Selected as one of "America's Top Financial Planners" 2008 Edition by Consumers' Research Council of America.
- Owned Paul Davis Systems Inc. of Northern NJ. Specialized in property restoration construction and settlements for insurance companies. Developed specialization in historic properties. Settled over one thousand claims. Restored a famous historic library location for one million dollars vs. closing the facilty and saved the insurer over 5 million dollars. Office was ranked in the top twenty of over 200 locations within two years.
- 1970's Worked as a trouble shooting manager for a large conglomerate that owned a large health spa chain (European Health Spas) throughout the United States. Turned around losing state of the art health spa locations in Delaware, Montana, NY and Oregon.
- Served as interim president of an IAQ firm arranging a buyout of the mechanical side in home base location in PA, eliminating debilitating debt. Then worked with CEO strategizing and deciding on refocusing human capital strengths towards an intellectual property and institutional effort in a more favorable environment in Florida.
- Convinced two competing travel agencies in Sparta NJ to merge and consolidate locations into one and reduce overhead and unproductive personnel. Then helped formulate the succession of one owner looking to retire to the other.
- Arranged the acquisition by my financial firm, Sparta Group, of a financial brokerage office that had been in business since 1926 and part of a regional firm (Newhard & Cook). The office management had committed some serious violations which put the location at risk. Arranged with the with the founder located in St Louis, a takover that would not cause loss of credibility and embarassment to him or his firm.
- Gained a reputation for coordinating the development of plans that have focused client's thinking around their personal obligations to both family and community, and to help prepare an emotional as well as financially secure base for their life after peak earning years. An important aspect to this process is the ability to quickly translate and gain the acceptance by clients that there could be important family issues to consider in addition to yields on securities. These insights coupled with direct and extended family members involvement in the planning process leads to the development of plans which ensure clients will successfully meet their desired obligations.
- Mike has been engaged by other financial advisory firms in Florida and New York to advise on personal financial planning, strategic planning and succession.
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