Dave Stolz started out as a music major and shifted to business and being a CPA along the way. His journey deeper into financial planning began when he lost his dad. This tragedy shifted his perspective on life and took him in a new direction. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Dave to learn how he created his financial planning practice and much more. Dave answers the following questions:

How did you create the successful financial planning firm you have today?
What did you do to shift tax clients to personal financial planning clients?
What’s most enjoyable in your day-to-day work?
How did you end up specializing in divorce planning and writing a book?
How are you designing a succession plan that is best for you, your colleagues, and your clients?
What are your thoughts on PFS and the future of the CPA financial planning profession?

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Listen to other episodes in this series.
Join your AICPA PFP community at the next Advanced PFP Conference @ ENGAGE from June 5th through 8th, 2023.
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Register for the next PFS Live workshop in advance of PFP ENGAGE on June 3rd and 4th, 2023.

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 Dave Stolz {PFP Section}

AICPA Personal Financial Planning (PFP)