Deeper CPA financial planner connections with Mark Astrinos | podcast
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Deeper CPA financial planner connections with Mark Astrinos | podcast

2 months ago · 33 min listen

Mark Astrinos, CPA/PFS, has made some bold and scary moves in his career to land where he is now with his own financial planning firm. In this episode of the PFP Section podcast, Lyle Benson facilitates Mark to share his story and the wisdom he has gained. Mark discusses:

  • Why and how he made moves from audit to tax to financial planning to business owner

  • How he got clear on his vision for his life and work and made it happen

  • What he did to move beyond the fear of putting everything on the line when he started his firm from scratch

  • Why he decided to purchase another firm

  • The value he brings to the table that differentiates him from other financial planners

  • His thoughts on the AICPA PFP community and the future of financial planning

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit https://pfplanning.libsyn.com/pfp to access show notes with direct links.

  • Listen to other episodes in this series.

  • Join your AICPA PFP community at the next PFP Summit in Austin, TX on January 30th through February 1st, 2023.

  • Save the date for the next Building Your PFP Business workshop in advance of PFP ENGAGE on June 3rd and 4th, 2023.

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.

Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

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