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Deeper CPA financial planner connections with Dr. Moon and Lyle

Jan 26, 2024 · 39 min listen

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The tables are turned on Lyle Benson, CPA/PFS, in this episode of the PFP Section’s Deeper CPA Financial Planner Connections series. Dr. Haesun Moon, communication scientist, educator, and author, interviews Lyle to pull out the gold threads of his professional story. They discuss:

  • Lyle’s story of beginning in tax and his why behind diving into financial planning at age 29 and starting his own firm at the age of 36.

  • How leaders in the profession became mentors early in Lyle’s

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