Ep. #10: Greater Together: Dual Membership in AICPA & ACP - Chris Wentzien, CFP®, CPA/PFS


Manage episode 256489057 series 2639281
על ידי Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) התגלה על ידי Player FM והקהילה שלנו - זכויות היוצרים שמורות למפרסם, לא ל-Player FM, והשמע מוזרם ישירות מהשרתים שלכם. הירשמו כדי לעקוב אחר עדכונים ב-Player FM, או הדביקו את כתובת העדכונים באפליקציות פודקאסט אחרות.
This episode is the second in our series, “Greater Together,” highlighting the experiences of ACP members who maintain other professional memberships as well. Chris Wentzien, CFP®, CPA/PFS, Founder of Natural Bridges Financial Advisors in Santa Cruz, California, talks about his experience being a member of the American Institute of CPAs as well as the Alliance of Comprehensive Planners. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Chris Wentzien, please visit www.NaturalBridgesFA.com. Listen to the first episode in the “Greater Together" series, featuring PJ Wallin, CPA/PFS, CFP®, discussing dual membership in XYPN and ACP: https://soundcloud.com/PracticalWisdomPodcast/Episode08 Listen to the third episode in the “Greater Together" series, featuring Frankie Corrado, CFP®, RLP®, discussing dual membership in the Kinder Institute of Life Planning and ACP: https://soundcloud.com/PracticalWisdomPodcast/Episode12

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