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Financial Advisors Who Are

CPAs

Sort: Alphabetical Video Views Score
Why these advisors?
Score:
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AICPA, CPA, PFS
Clarity Wealth Management, Inc.
Irvine, CA

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Introduction - Gina Chironis
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Background - Gina Chironis

2 videos
599 views

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CFP®, CPA
Rogers & Kirby
Phoenix, AZ

Lighting the way with inspiring financial strategies to a life of value.

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Introduction - Dennis Rogers
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Smart Giving - Dennis Rogers
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Penalty Free Withdrawals Before Age 59 1/2 - Dennis Rogers
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Sequence of Return Issues - Dennis Rogers
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Tax Efficient Giving - Dennis Rogers

5 videos
18 views

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AICPA, CFA®, MBA
Martin Investment Management
Evanston, IL

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Introduction - Patrick Martin
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Client Services & Approach - Patrick Martin

2 videos
190 views

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CFP®, CPA
Strategic Advisors, Inc.
San Leandro, CA

We help clients attain financial abundance using a holistic planning approach

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Introduction – Daven Sharma
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A Passion for Personal Finance – Daven Sharma

2 videos
59 views

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AICPA, CFP®, CPA
Stonegate Wealth Management, LLC
Oakland, NJ

Real Life... Real Solutions

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Introduction - Thomas Geraghty
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Value of Experienced Financial Planning - Thomas Geraghty
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Financial Literacy - Thomas Geraghty

3 videos
419 views

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