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Deeper CPA financial planner connections with Brooke Salvini | podcast

Dec 29, 2022 · 32 min listen

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Brooke Salvini, CPA/PFS, started out in the CPA profession in the traditional way and eventually made her way back to an early seed that planted her desire for personal finance. In this episode of the PFP Section podcast, Lyle Benson connects with Brooke to share her story and how she made decisions along the way. Brooke answers the following questions:

  • How did you decide to start your hourly advice financial planning firm?

  • What led you to add investment management and

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