Posts tagged CPA
How I Became a CPA Financial Planner
How I Became a CPA Financial Planner

I truly care about helping others on the road to financial freedom. My goal is to build trust and goodwill with faith-driven families who need expert guidance to tackle their biggest financial goals. I want to share how I became a CPA financial planner and built WorthyNest® so that you can be confident about the resources you find here.

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New + NoteworthyDeb MeyerWorthyNestfinancial advisor, fee-only financial planner, CPA, Christian financeComment
Alphabet Soup: Financial Advisor Designations
Alphabet Soup: Financial Advisor Designations

Not all advisors are created equal. Some of us invest deeply in professional designations and continuing education to bring the most value and expertise to the clients we serve.

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New + Noteworthy, FoundationDeb MeyerWorthyNest LLCfinancial advisor, financial planner, designations, professional designations, CFP, Certified Financial Planner, CPA, Certified Public Accountant, CEPA, Certified Exit Planning Advisor, personal finance, exit planning, accountantComment