Young Advisor/Emerging Leader | ENGAGE 2021

The Rising Star

Young Advisor/Emerging Leader


Advanced Estate Planning

EDGE Career Development

Titles on your LinkedIn profile:

Paraplanner, Financial Planner, Adviser, Associate Planner

Your professional credentials and affiliations:

CPA, CPA/PFS, CFP (or on your way)

Years in the business:


Your ambitions:

  • Gain more experience and become the lead adviser to my favorite clients
  • Build my reputation among colleagues and my network
  • Brainstorm and implement innovative strategies
  • Develop my ability to critically evaluate various situations

In your toolkit:

  • Tax, retirement, estate, risk management and investment planning
  • 529s
  • Social Security planning

Your agenda at AICPA ENGAGE 2019

No matching sessions found.

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