7 Reasons Why a CPA’s Client Needs to Speak With a Financial Advisor

By Private Vista on October 12, 2021

CPA and Financial Advisor Collaborating

Private Vista Partner and Qualified Plan Director, Stephanie Nanney, CFP®, CPFA and Financial Planner, Ben Audley, CFP®, recently wrote an article outlining just 7 of the many reasons why a CPA might need the assistance of a Financial Advisor. While CPA’s and Financial Advisors professions do overlap at times, there are many instances where you will want to consult a financial advisor while working with your CPA. As you prepare for this tax season, click on the photo below to download our guide to help you make a more informed decision around your finances.

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Ben Audley, CFP® – Fascinated by macroeconomic trends and global affairs, Ben decided to enter a field where translating complicated concepts to clients would be critical to his success. Ben began his career in the wealth management department of a financial services firm in suburban Chicago. In that role, he learned the importance of delivering high-quality service to clients and laying the foundation for long-lasting, trusting relationships. Ben loves meeting interesting, successful people and understanding what makes them tick. His goal is to become a trusted advisor for all Private Vista clients by adding as much value as possible and by guiding clients toward their own Private Vista.

Stephanie Nanney, Partner, CFP®, Qualified Plan Director – Having grown up around the financial services industry, Stephanie knows the value of long-term relationships with clients and the work and reward that comes with helping those clients, and their families, achieve financial goals. Stephanie’s goal in helping clients is listening to them first and foremost and creating a true partnership – helping to provide a solid foundation of financial knowledge which is instrumental to achieving goals. Ultimately, seeing clients achieve their Private Vista is the best reward for Stephanie personally.

The views expressed represent the opinions of Private Vista, LLC and are subject to change. These views are not intended as a forecast, a guarantee of future results, investment recommendations, or an offer to buy or sell any securities. The information provided is of a general nature and should not be construed as investment advice or to provide any investment, tax, financial or legal advice or service to any person. Additional information, including management fees and expenses, is provided on Private Vista, LLC’s Form ADV Part 2, which is available upon request.

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