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CPA, Financial Planner, Wealth Manager | What's the Difference & Which One Do YOU Need?
CPA. Financial planner. Wealth manager. Investment advisor. You've heard all the titles. But do you know the difference, and more importantly, do you know which one you actually need?
In this episode of Get Wealthy With Me, Sherron sits down with someone who has spent decades inside the world of personal finance at the highest level, Dan Snyder, Director of Personal Finance Planning at the AICPA. He breaks it all down in plain language: what each financial professional actually does, who they serve best, and how to make sure you have the right person in your corner at every stage of your financial life.
They also talk about the bigger picture, financial independence, building wealth with intention, and why understanding the financial world around you is the first step to navigating it confidently. And at the end of a remarkable career, Dan is heading into retirement with a new mission, seeing the world through his camera lens. His story is a reminder that financial planning done right isn't just about money. It's about the life you're building toward.
ποΈ Guest: Dan Snyder | Director of Personal Finance Planning, AICPA
π Topics: CPA, financial planner, wealth manager, investment advisor, personal finance categories, financial independence
π¬ Drop a comment: Do you currently work with a financial professional? Which one?
π Like, subscribe & share β new episodes of Get Wealthy With Me drop every week.
ππ π¨π₯π₯π¨π° & ππ¨π§π§πππ π°π’ππ‘ π¦π ππ: β Website: https://themodernsavvycpa.com/
β Instragram: https://www.instagram.com/sherronpermashwar/
β Facebook: https://www.facebook.com/profile.php?id=100088873519387
β Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/
π ππππππππππππ ππππ: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1
π¬ πππππ πππ πππππ πππππππ:
βΆοΈ ππ©π’π¬π¨ππ 1_https://youtu.be/b3V0hmcRXbE
π―πππ₯ππππ πππ²π°π¨π«ππ¬: #GetWealthyWithMe #SherronPermashwar #DanSnyder #AICPA #CPA #FinancialPlanner #WealthManager #InvestmentAdvisor #FinancialLiteracy #PersonalFinance #WealthBuilding #MoneyEducation
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By sherron permashwarCPA. Financial planner. Wealth manager. Investment advisor. You've heard all the titles. But do you know the difference, and more importantly, do you know which one you actually need?
In this episode of Get Wealthy With Me, Sherron sits down with someone who has spent decades inside the world of personal finance at the highest level, Dan Snyder, Director of Personal Finance Planning at the AICPA. He breaks it all down in plain language: what each financial professional actually does, who they serve best, and how to make sure you have the right person in your corner at every stage of your financial life.
They also talk about the bigger picture, financial independence, building wealth with intention, and why understanding the financial world around you is the first step to navigating it confidently. And at the end of a remarkable career, Dan is heading into retirement with a new mission, seeing the world through his camera lens. His story is a reminder that financial planning done right isn't just about money. It's about the life you're building toward.
ποΈ Guest: Dan Snyder | Director of Personal Finance Planning, AICPA
π Topics: CPA, financial planner, wealth manager, investment advisor, personal finance categories, financial independence
π¬ Drop a comment: Do you currently work with a financial professional? Which one?
π Like, subscribe & share β new episodes of Get Wealthy With Me drop every week.
ππ π¨π₯π₯π¨π° & ππ¨π§π§πππ π°π’ππ‘ π¦π ππ: β Website: https://themodernsavvycpa.com/
β Instragram: https://www.instagram.com/sherronpermashwar/
β Facebook: https://www.facebook.com/profile.php?id=100088873519387
β Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/
π ππππππππππππ ππππ: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1
π¬ πππππ πππ πππππ πππππππ:
βΆοΈ ππ©π’π¬π¨ππ 1_https://youtu.be/b3V0hmcRXbE
π―πππ₯ππππ πππ²π°π¨π«ππ¬: #GetWealthyWithMe #SherronPermashwar #DanSnyder #AICPA #CPA #FinancialPlanner #WealthManager #InvestmentAdvisor #FinancialLiteracy #PersonalFinance #WealthBuilding #MoneyEducation