The Wealth Management Program
Your journey with the CPAlliance® begins here.
WHAT IS CPALLIANCE®
The CPAlliance® is a Turnkey Asset Management Program (TAMP) designed by CPAs for CPAs. We are an elite network of CPA Financial Planners who are registered investment advisors. We are uniquely qualified to help clients achieve and protect financial independence, supporting each other along the way.
WHAT IS A TAMP?
A TAMP provides asset management, performance reporting, trade reconciliation, and billing services so you can focus on your client’s goals. Sit back and let us do the rest.
HOW WE'RE DIFFERENT
The CPAlliance® program doesn’t stop there. As CPAs ourselves, we get it. Knowing a CPAs time is limited, we’ve designed the CPAlliance® to meet the growing need for CPA Financial Planners.
Join us for Personal Financial Planning Boot Camp!
Brought to you by CPAlliance® and FICPA!
Discover how you can become a CPA Financial Planner and begin offering your clients tax, retirement, estate, risk management, and investment planning services, becoming their all-in-one trusted advisor.
CPA Personal Financial Planning Boot Camp
June 10, 2024 | 8 am to 5 pm
FICPA’s MEGA Conference | Loews Sapphire Falls Resort at Universal Orlando
For details and $100 off your registration, click the button below!
205 East Orange Street | Suite 310 | Lakeland, Florida 33801
tel: 863-688-1725 | fax: 888-972-5548
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