Donald Sorota, Cfp®, Cpa – Altair Advisers Llc

• Don has extensive experience in a broad range of wealth management areas.
• Since 1996, Don has been providing investment management and financial planning to wealthy families, business owners, corporate executives and community foundations.
• In consulting clients on their investment portfolios, Don takes into consideration their retirement, tax and estate planning goals.
• Don is exceptionally skilled at helping clients with transitional life events such as the sale of a business, retirement, divorce or the distribution of a trust.
• As a Founding Partner of Altair Advisers, Don serves as the lead consultant on client engagements.
• Don had the additional responsibility of serving as Altair’s Finance Director for our first three years due to his tax expertise as a CPA and outstanding analytical skills.
• Don was selected as one of Chicago magazine’s Five Star Wealth Managers four times.
• He is also a member of Altair’s Investment Committee, the central decision-making body which sets investment direction, approves recommended managers and determines tactical allocation changes.
• It was at Don’s suggestion that the firm call itself Altair, after one of the brightest stars in the summer sky that sailors use for navigation.
• Don splits his time between Chicago and Winter Park, Florida where he resides with his wife Tina, along with their daughter.
• Specialties: CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Public Accountant (CPA).

Professional Experience

Estimated Range: ₹0 – ₹1000+ Cr (approx. $0 – $120M+)

Based on publicly accessible filings, industry benchmarks, and leadership compensation patterns.

Official Email: Via Altair Advisers Llc corporate communication desk.

Personal Contact: Not publicly disclosed.

What is Donald Sorota, Cfp®, Cpa's net worth?
Estimated ₹0 – ₹1000+ Cr (approx. $0 – $120M+).

How can I contact them?
Through Altair Advisers Llc's official communication channels.

Is this an official profile?
No — independently created using public data.

This profile is created for general informational purposes. All details are based on publicly accessible information and independent research. While accuracy is prioritized, content may not always reflect the latest updates.

Nothing here should be interpreted as investment, financial, or legal advice. The individual featured has not authored or endorsed this profile.

Personal information is intentionally withheld. For official matters, please use formal communication channels associated with the respective organization.

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)