Money Smart Week on OneBite: Becoming a CPA and CFP® Professional

Deciding to partner with Money Smart Week^® for a second year in a row was simple — after all, we share the same mission. Like the leaders of the Money Smart Week campaign, we live for empowering others with the confidence they need to take control of their financial future, on their own terms.

In our final Money Smart Week session, we were honored to help extend that service-focused mission and mindset to the next generation of financial advisors and professionals. Here’s a recap of our discussion.

Presenters

Anthony Perillo, CFP^®, Financial Advisor at Wipfli Hewins

Marshall Lund, CFP^®, Associate Advisor at Wipfli Hewins

Thomas Guzi, CPA, Senior Manager at Wipfli LLP

The Main Lesson: They are two of the industry’s most in-demand certifications — but the meaning and value of both career paths extend far beyond a combination of letters. Certified public accountants (CPAs) and Certified Financial Planner™ (CFP^®) professionals are in the business of building success stories, arming their clients with the financial strategies necessary to achieve their goals and move forward into the future with confidence and conviction.

“It’s not just three letters after your name; it’s like a badge or a super power. It’s a symbol of trust and professionalism.” –Thomas Guzi, CPA, Senior Manager at Wipfli LLP

The Low-Down: In “Becoming a CPA and CFP^® Professional,” our presenters shared personal experiences, networking and interviewing tips, industry trends and résumé-writing best practices with a room of more than 50 students and aspiring professionals — who offered up their fair share of thought-provoking questions and insights, as well. It’s safe to say that we all left feeling inspired and empowered.

We’d like to thank our incredible presenters and attendees for making this session a success. There was truly no better way to wrap up our agenda for Money Smart Week 2017!

Resources

View the presentation

Explore job openings at Wipfli LLP

Explore job openings at Wipfli Hewins

[ARTICLE] Get a professor’s perspective on the value of the CFP^® career path

Explore More

See highlights from all of our Money Smart Week events

Hewins Financial Advisors, LLC d/b/a Wipfli Hewins Investment Advisors, LLC (“Hewins”) is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. Hewins is a proud affiliate of Wipfli LLP. Information pertaining to Hewins’ advisory operations, services and fees is set forth in Hewins’ current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at www.adviserinfo.sec.gov. The views expressed by the author are the author’s alone and do not necessarily represent the views of Hewins or its affiliates. The information contained in any third-party resource cited herein is not owned or controlled by Hewins, and Hewins does not guarantee the accuracy or reliability of any information that may be found in such resources. Links to any third-party resource are provided as a courtesy for reference only and are not intended to be, and do not act as, an endorsement by Hewins of the third party or any of its content or use of its content. The standard information provided in this blog is for general purposes only and should not be construed as, or used as a substitute for, financial, investment or other professional advice. If you have questions regarding your financial situation, you should consult your financial planner, investment advisor, attorney or other professional. Hewins does not provide tax, accounting or legal services.

OneBite Editorial Staff

OneBite® is a Top 50 Financial Advisor Blog powered by Hewins Financial Advisors. Founded in 2011, the digital magazine is dedicated to providing intelligent, in-depth coverage and analysis of the top financial and economic issues facing investors today.