Key Features:
* Discusses the impact of retirement, and how to successfully prepare for it
* Devotes an entire chapter to tax planning and sophisticated tax strategies
* Explores key concepts and strategies of investment planning, including asset allocation
* Covers risk management strategies of insurance planning, including life, disability, health, and long term care
* Explains principles of estate planning and examines advanced estate planning strategies
* Explores the key aspects associated with divorce and death
* Underscores time value of money and creative use of calculators in financial planning
* Presents universally acclaimed methods of practice management
* Discusses the impact of September 11 (2001) disaster on the investing public
Dr. Sid Mittra* is a Partner with the financial consulting firm of Mittra Kirkman & Associates.
In this capacity, Dr. Mittra offers his services to individuals, foundations, associations, and corporations.
The services include virtually all areas of financial planning, including: risk management, tax, investment, retirement, estate and financial independence planning. Dr. Mittra provides financial planning services on a fee basis, thus servicing individuals and corporations as an independent objective financial advisor.
Dr. Mittra heads the Investment Management Team of Mittra Kirkman & Associates. He participated in the creation of a proprietary mathematical model, called Dynamic One©, which the firm uses to provide investment management services for its individual and institutional clients.
Dr. Mittra uniquely combines conceptual and theoretical knowledge in financial management with communicative skills. He frequently speaks on financial economics, money and financial management.
He also advises corporations, partnerships and closely held corporations.
In developing comprehensive financial plans, Dr. Mittra is supported by a group of highly trained and experienced planners and financial consultants, including CPAs and attorneys. He also makes generic as well as specific recommendations for achieving stated financial goals in the most efficient manner.
Dr. Mittra holds the title of Professor Emeritus of Finance. He was a board member of the International Board of Standards and Practices of Certified Financial Planners. He has been regularly invited to offer seminars at the World Congress of the IAFP, including those in Japan and Australia.
Dr. Mittra is in several prestigious listings, including: International Authors’ Who’s Who, American Men of Science, and Who’s Who in Finance and Industry. Also, he has published 14 books, including, Practicing Financial Planning: A Complete Guide for Professionals, which enjoys wide acceptance among top universities and trade associations.
The City Council of Detroit has awarded Dr. Mittra the Spirit of Detroit Award in recognition of his long and distinguished service to the city. Dr. Mittra is also widely quoted in Money Magazine, Kiplinger’s Personal Finance Magazine and various newspapers. His professional articles appear in Journal of Accountancy, Financial Planning, Journal of Financial Planning, Personal Financial Planning, and American Economic Review.
Academic Degrees
Ph.D. in Economics and Finance
M.B.A. in Accounting
Associate of the Accounting Institute (London)
Associate of the Institute of Paris
Article Publications
Personal Financial Planning
Financial Planning Magazine
Journal of Financial Planning
American Economic Review
Kyklos
Journal of Accountancy
Planning Certification
Certified Financial Planner
Registry of Financial Planning Practitioners
Professional Positions: Past & Present
Proprietor, Mittra Kirkman & Associates
President, Coordinated Financial Planning
Chairman, Dept. Of Economics, Oakland University
Professor of Finance, Oakland University
Consultant, United Nations Joint Advisor, Planning Commission, Government of Venezuela
Board: Past & Present
Editorial Review Board, Journal of the ICFP
Board of Examiners, CFP Board
Licenses and Registrations
Registered Investment Advisor
Life, Accident and Health Insurance License
Variable Annuity License
Series 24 and 7, NASD
International Planning Seminars
Japan, Australia, Spain, India
Book Publications
Fifteen books, including the following:
Practicing Financial Planning: A Complete Guide for Professionals.
Personal Finance: Management by Objectives.
Investment Analysis and Portfolio Management.
Inside Wall Street.
Money and Banking
Biographical Listings
International Authors’ and Writers’ Who’s Who
American Men of Science
World Who’s Who of Authors
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