Who We Are

ARTHUR J. CANTER, CPA/PFS, CFPR

Art has been a practicing CPA in Boca Raton, Florida since 1977 concentrating on financial planning and investment advice for professionals and wealthy individuals, and providing traditional estate and tax planning services. Art has over 25 years of investment experience.
 
 AREAS OF EXPERIENCE
    • Investment advisory services
    • Income Tax Planning and compliance
    • Retirement Plan design and administration
    • Estate Tax Planning and compliance
    • Financial Planning, including design and implementation

PROFESSIONAL AND COMMUNITY INVOLVEMENT

    • Member, American Institute of Certified Public Accountants
    • Member, Personal Financial Planning Division, AICPA
    • Member, Florida Institute of Certified Public Accountants
    • Member, Financial Planning Association
    • Past President, Atlantic Chapter, FICPA
    • Coach of the Year, Soccer Association of Boca Raton, 2002

LECTURES

    • FICPA conference on financial services-1998
    • AAEP National Conference 2000, 2002

EDUCATION

    • BS Accounting, Florida Atlantic University, 1976
    • MBA, Florida Atlantic University, 1977

PERSONAL

    • Resident of Boca Raton, Florida since 1978
    • Married to Andree; daughters Stephanie, Sara
    • Hobbies-golf, skiing, running
                        
FREDERICK M. HEIMBERG
Attorney at Law

Fred is originally from Boston, Massachusetts and has resided in South Florida for over twenty-five years. Fred has practiced business and real estate law in Coral Gables, Florida (1974-1981) and Boca Raton, Florida (1981-present). Fred has over 25 years of investment experience.
 
AREAS OF EXPERIENCE
    • Investment advisory services
    • Estate Tax Planning and compliance
    • Real estate ownership and financing

PROFESSIONAL AND COMMUNITY INVOLVEMENT

    • Member, Florida and Massachusetts Bar Associations
    • Editor, Boston University Law Review
    • Former Chairman, Boca Raton Community Relations Advisory Board
    • Former Director, Wildlife Care Center and SPCA of Broward County
    • Member, Sierra Nevada Fire Safety Council

EDUCATION

    • BS in Economics, Cornell University, 1969
    • JD, Boston University School of Law, 1973

PERSONAL

    • Resident of Boca Raton, Florida since 1981
    • Hobbies-bicycling, hiking, tennis, bridge
     

MARK D. MICLEAN, CPA/PFS

Mark is originally from Detroit, Michigan and has resided in the West Palm Beach area since 1972. He has been a practicing CPA in his own firm since 1981 providing accounting, tax, estate and trust services, and has over 25 years of investment experience.
 
 
AREAS OF EXPERIENCE
    • Investment advisory services (fee only)
    • Income Tax Planning and compliance
    • Retirement Plan design and administration
    • Estate Tax Planning and compliance
    • Financial Planning, including design and implementation

PROFESSIONAL AND COMMUNITY INVOLVEMENT

    • Member, American Institute of Certified Public Accountants
    • Member, Florida Institute of Certified Public Accountants
    • Past Board of Directors-West Palm Beach Kiwanis
    • Past Treasurer, Lake Worth Florida Youth League
    • Past High School Golf coach
    • Board of Directors-Kiwanis Scholarship Foundation

EDUCATION

    • BBA Accounting, Florida Atlantic University, 1978
    • MBA, Florida Atlantic University, 1987

PERSONAL

    • Resident of West Palm Beach, Florida since 1972
    • Married to Pat; daughter Amy, son Matthew
    • Hobbies-golf, running, weight lifting, hiking
                        

 
©2010 Investment Advisory Professionals, LLC. All rights reserved.