The CPAlliance™ is key to CPAs who want to deliver exceptional
Financial Planning and Investment Advisor services to their clients.
As a CPAlliance™ member you will be backed by a team of highly credentialed and experienced staff, including individuals that hold designations such as Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ and Accredited Estate Planner®, as well as, skilled administrators.
The CPAlliance™ Smart Group Program is a network of CPA financial planners who meet regularly to establish actionable plans to grow their practice, build comradery and create an environment of accountability for themselves and their colleagues.
We help you market and grow your investment advisory and financial planning practice by making a library of compliance-approved, branded collateral, training tools and sales support.