Marvin Bales, CPA, CFP® provides tax, accounting, financial planning and wealth management services to select clients in the metro Atlanta area and all across the United States. He is a partner with Fricke & Associates, P.C., a certified public accounting firm, and a financial advisor/investment advisor representative with CPA Financial Planning, LLC, a registered investment advisor firm. Marvin has been licensed as a Certified Public Accountant (CPA) since 1988 and licensed as a Certified Financial Planner professional (CFP®) since 1995.
Marvin also holds life & health insurance licenses in certain states where his clients reside. With these licenses, he is able to complete his offering of comprehensive financial services for his clients by providing any life insurance, annuity or long-term care insurance products that may be needed to complete a financial plan.
Marvin received his bachelor’s degree in Financial Management from Clemson University in 1982, and in the last 30+ years has taken over 40 hours per year in continuing professional education courses to meet the various requirements as set by the state Board of Accountancy, the Certified Financial Planner Board of Standards, and the state Department of Insurance.
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