The CPA Financial Planner — Facts and Opportunities

Modified: August 6, 2019


Your clients are looking for personal financial planning services: tax, retirement, estate, risk management and investment planning. Services many CPAs already provide. You can be your clients’ go-to adviser. You’re needed. You’re the most trusted. It’s time your clients knew that.

CPA Financial Planners Tell Their Stories

Hear your peers’ thoughts and experiences on this practice area, the rewards of being a CPA financial planner and the future of financial planning.