The Wealth Management Program
Your journey with the CPAlliance™ begins here.
WHAT IS CPALLIANCE™
The CPAlliance™ is a Turnkey Asset Management Program (TAMP) designed by CPAs for CPAs. We are an elite network of CPA financial planners who are registered investment advisors. We are uniquely qualified to help clients achieve and protect financial independence, supporting each other along the way.
WHAT IS A TAMP?
A TAMP provides asset management, performance reporting, trade reconciliation, and billing services so you can focus on your client’s goals. Sit back and let us do the rest.
HOW WE'RE DIFFERENT
The CPAlliance™ program doesn’t stop there. As CPAs ourselves, we get it. Knowing a CPAs time is limited, we’ve designed the CPAlliance™ to meet the growing need for CPA financial planners.
Join us for Personal Financial Planning Boot Camp!
Join us for a one-day conference hosted by CPAlliance and FICPA!
CPAlliance has partnered with the Florida Institute of Certified Public Accountants to bring you a Personal Financial Planning Boot Camp designed for CPAs during this year’s MEGA Conference in Orlando. This one-day conference will dive into how CPAs can offer tax, retirement, estate, risk management, and investment planning services to their clients, how to get started, and how to begin calling yourself a CPA Financial Planner.
205 East Orange Street | Suite 310 | Lakeland FL 33801
tel: (863) 688-1725 | fax: (888) 972-5548
PRIVACY POLICY | TERMS OF USE | CUSTOMER RELATIONSHIP SUMMARY
Copyright © 2022 CPAlliance™. All Rights Reserved.