Jim Shambo is one of the pioneers of the CPA financial planning profession, the PFP Section, and the PFS Credential. He has a lot of insight to offer on many topics that can be useful takeaways for listeners. In this episode of the Deeper CPA financial planner connections PFP podcast, Lyle Benson facilitates a discussion with Jim to share the highlights of his story. The conversation includes the following topics:

How Jim decided to focus on personal financial planning after beginning his career in tax
How Jim and a few of his peers laid the foundation for what we have today with the PFP Section and the PFS credential
What Jim learned in college that led to his success in his firm, in his service for clients, and as a volunteer for AICPA
What approach Jim takes with investing and how his relationship with Vanguard’s John Bogle influenced him
How Jim planned for a successful retirement and sale of his business
How using the creative side of his brain has been Jim’s secret to a life well lived

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Listen to other episodes in this series.
Save the date for ENGAGE 2024 where you will find the most technically advanced learning in PFP, tax, and estate planning.
Save the date for How to build your CPA financial planning practice workshop in advance of ENGAGE on June 2nd.
Save the date for PFS Live! (registration coming soon) in advance of ENGAGE on June 2nd.

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 Jim Shambo {PFP Section}

AICPA Personal Financial Planning (PFP)