In this episode, Lyle Benson and Karen Goodfriend discuss Karen's journey as a CPA financial planner, highlighting her transition from corporate aspirations to a focus on personal financial planning. Karen emphasizes the importance of integrating psychological aspects with technical financial planning, especially for clients experiencing sudden wealth. In this episode of the PFP Section podcast, Lyle Benson interviews Kelley to share more of her story with our community. The conversation includes Karen’s experience and perspective on topics like:

Benefits and opportunities of remote work
Technology’s evolving role of technology and its impact on remote collaboration
Importance of the supportive CPA financial planning community and mentorship
Significance of maintaining a balance between technical expertise and client relationships
The CPA financial planner’s role in the broader financial planning ecosystem

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Listen to other episodes in this series.
Technology for a Tax and Financial Planning Services Business Guide
Learn more about the pathways for getting educated and attaining your CPA/PFS.

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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Deeper CPA financial planner connections with Karen Goodfriend {PFP Section}

AICPA Personal Financial Planning (PFP)