Michael R. Sosa, EA
Director- Tax and Estate Planning
Mike joined Premier Financial Investment Group, (LLC) in 2020 as the Director of Tax & Estate Planning and is also a Financial Advisory Consultant. His background includes experience in the corporate world as a Corporate Controller and as a Director of Treasury & Tax. Additionally, Mike previously served as a Master Tax Advisor for H & R Block. Mike earned a BS in Accounting from Rutgers University and went on to earn a Master’s in Taxation from Seton Hall University’s W. Paul Stillman School of Business. Mike is also an Enrolled Agent (EA) licensed to represent clients before the IRS in all tax related matters. Mike has a CTP (Certified Treasury Professional) designation. Part of his management skills were developed while serving over 18 years as an officer in the New Jersey Army National Guard & Reserves. Mike served in various roles including Platoon Leader, Company Executive Officer and Company Commander.
His broad range of experience in both corporate, individual taxation and treasury products is an asset to our team and more importantly to our clients. His experience compliments our ability to provide a holistic one stop financial service firm.
He currently resides in Millstone Township with his wife and has two children.
SIE (Security Industry Essentials)
Series 7, 66
Life, Health and Disability