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.

Money Smart Week 2017-Becoming a CPA and CFP


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!


View the presentation

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Money Smart Week 2017-Becoming a CPA and CFP

Money Smart Week 2017-Becoming a CPA and CFP

Money Smart Week 2017-Becoming a CPA and CFP

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OneBite Editorial Staff

OneBite® is a Top 50 Financial Advisor Blog powered by Wipfli 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.

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

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