What it means to be a CPA financial planner

Featuring Lisa Featherngill, CPA/PFS, and Brooke Salvini, CPA/PFS


Video transcript:

Lisa Featherngill, CPA/PFS
Managing Director – Wealth Planning, Abbot Downing

Being a CPA financial planner means to me that I have got the training, the ethics and the continuing educational requirements of a CPA blended with the aspects of financial planning with an orientation towards the tax issues.

Brooke Salvini, CPA/PFS
Principal, Salvini Financial Planning

Being a CPA financial planner really means that I get a chance to make a difference in my clients’ lives. And it also means that I get to use my technical expertise in a way that I find very meaningful. And not only helping my clients with financial decisions but I also feel like I get a chance to help them with, you know, the emotional side of their life. So I really feel that I get a chance to, you know, make a difference, and it also means that I get to enjoy every day of my work life and really feel like I am doing something meaningful.

For more information on personal financial planning, visit aicpa.org/pfp

SPONSORED REPORT

Scorecard preparation templates and tips

With Workiva, we've created a PowerPoint deck that helps you create your own scorecards -- quick reference reports used across organizations to update stakeholders on the performance of defined deliverables.

100th ANNIVERSARY

Black CPA Centennial, 1921–2021

With 2021 marking the 100th anniversary of the first Black licensed CPA in the United States, a yearlong campaign kicked off to recognize the nation’s Black CPAs and encourage greater progress in diversity, inclusion, and equity in the CPA profession.