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Financial planning with James McGettigan (Part 1)

Financial planning with James McGettigan (Part 1)
Jul 27, 2021 · 29m 59s

In the first part of this two-part episode, Phil speaks with James McGettigan, CPA, CGMA and CFP at Stoker Ostler. James shares why he became a certified personal financial specialist....

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In the first part of this two-part episode, Phil speaks with James McGettigan, CPA, CGMA and CFP at Stoker Ostler. James shares why he became a certified personal financial specialist. He also talks about how and why he feels the accounting industry is evolving.
show less
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Author Yaeger CPA Review
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