John P. Armato, CPA/PFS

Financial Advisor

Morgan City

John Armato began his career in 1992 as an auditor at Darnall, Sikes & Frederick CPAs, our sister firm. Five years later, he had moved more heavily into the firm’s tax side, and started managing the practice at a recently acquired firm. “I became very involved in tax planning,” he recalls, “and in helping people become financially healthy — not just preparing their returns, but also looking at and advising on their overall financial success.”

Today, John continues to combine the two disciplines. For example, he works with clients on their taxes and makes recommendations for investment decisions to help lower their taxes in a given year. At the same time, he enjoys the financial planning relationship, through which he helps clients strengthen their own investment skills and discipline. “In addition to providing specific tactical advice, there are also times when it helps to underscore fundamental strategies — such as ‘paying yourself first,’ and living within (or even below) your means in order to achieve your larger goals.”

“I get true satisfaction from helping clients identify their financial and life goals, and then take action to achieve them. People make incredibly important promises, in many ways, to their family and the people they love. It feels good to know I’m helping these individuals fulfill those promises.”

— John Armato

Professional and Educational Accreditations

  • Certified Public Accountant, CPA
  • Personal Financial Specialist, PFS
  • Registered Representative, Avantax Investment Services℠
  • Accountant since 1992 and financial advisor since 2006
  • B.S. in Accounting, Louisiana State University

Civic and Professional Activities

  • Member, American Institute of Certified Public Accountants
  • Member, Society of Louisiana Certified Public Accountants