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

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