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Exciting Developments at Our Firm in Summer 2021

27 Jul

By: Colleen Weber

News / News and Updates

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By Colleen Weber, CFP®, CPA

I am so pleased to share with you two new developments at Colleen Weber CPA, CFP this summer. To my great delight, our company has been recognized as a top firm by Accounting Today magazine, which is a testament to the hard work we’ve done together over the past year. 

Our Firm Named a Rising Star

Each year for the past 15 years, the editors at Accounting Today magazine rank the top 150 CPA financial planning firms in the nation by assets under management (AUM). The editors gather AUM information from CPA planners, broker-dealers, and independent market research services. They then rank the firms to show how CPA financial planning offices are growing in the industry and adding value to their clients.

The rankings from Accounting Today also highlight the incredible growth the industry has experienced in the last year. Amid the circumstances of the pandemic, CPA financial planning firms across the country were able to help their clients manage and grow their wealth, providing virtual support and reassurance during a scary and emotionally challenging time for many of us.

This summer, our firm has been recognized as a Rising Star by Accounting Today. We are thrilled by this news, especially after such a tough year, and we look forward to continuing to serve our clients well.

Welcome Olivia Weber

Although this past year was challenging, our firm has been fortunate enough to experience the growth that many other CPA planning firms also encountered. As we continue to expand our scope and services to help more people achieve their goals, I’m delighted to welcome my daughter Olivia Weber to the team as a Financial Advisor. You’ll be learning more about Olivia next month on this blog.

Give Us a Call

Now that we’ve shared our exciting developments, we’d like to hear how you’re doing this summer. Whether you’re a current client or a new prospect looking to streamline your financial life or save money in taxes, we invite you to get in touch and make a connection. Book a free introductory meeting online today!

About Colleen

Colleen Weber is a fee-only financial advisor, CERTIFIED FINANCIAL PLANNER™ professional, and CPA with more than 15 years of financial planning experience. Providing comprehensive financial planning and wealth management, she specializes in serving clients nearing retirement, retirees, busy professionals, and women. She is passionate about developing financial plans that save clients on taxes and investment strategies that help them pursue their goals. Learn more about Colleen by connecting with her on LinkedIn or booking a complimentary phone call meeting.