Sue Stevens, CPA/PFS, has forged her own unique path to create her successful financial planning firm. She shares her journey and the wisdom she learned along the way in the third episode in this new podcast series for the AICPA hosted by Lyle Benson, CPA/PFS. Sue shares:
- What led her from being a cellist recording albums to becoming a CPA financial planner
- How she made the decision to merge her firm with Buckingham Advisors
- How her love of music and writing has shaped her work for clients
- Her blueprint for a successful life and career (hint, begin with your vision!)
- Her predictions for the future of financial planning
- What the AICPA PFP community has meant to her work and her life
The information presented here is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be construed as any form of tax advice, or to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. To the extent that this material concerns investments or securities, it is not intended or written to be construed as any form of investment, financial planning, or other professional advice. Any material that includes or references investment performance is not intended to imply or guarantee any future investment performance; past performance is not indicative of future returns, all investments are subject to risk, and you may lose the principal you invest. You should seek independent advice that is tailored for your specific personal circumstances from a qualified professional before taking any action based on the information contained herein. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
By clicking on any of the links, you acknowledge that they are solely for your convenience, and do not necessarily imply any affiliations, sponsorships, endorsements or representations whatsoever by us regarding third-party Web sites. We are not responsible for the content, availability or privacy policies of these sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through them.
Copyright ©2023 Stevens Visionary Strategies LLC. All rights reserved.
No part of this publication may be reproduced, distributed, or transmitted in any form or by any means without the prior written consent of the owner except as expressly permitted by U.S. copyright law.