David Oransky, CPA/PFS, took the leap to start his own financial planning firm from scratch at the age of 26. He has come a long way and shares his story and pearls of wisdom in this episode of the PFP Section podcast guided by Lyle Benson, CPA/PFS. David discusses:
How he went from being an auditor in a big 4 firm to figuring out financial planning was the right path for him.
What he did to evolve his firm intentionally over time from the clients he works with to how he bills for his services.
Why he grounds his financial planning with life planning and how he developed these skills.
How he merges his loves of the big picture with the nitty gritty and solving puzzles, all while applying this to clients to make it meaningful.
What he found most surprising about the AICPA PFP community.
His thoughts on Bitcoin, the future of the CPA financial planning profession, and what those starting out should focus on to be successful.
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This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
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