Episode 5 Ben Briggs

Published: April 13, 2016, 9:08 p.m.

Ben Briggs, CPA, CFP\xae is a Senior Financial Planner at RGT Wealth Advisors. On this episode, Hannah continues the discussion of designations.\n\nBen discusses his non-traditional route to financial planner by way of becoming a CPA first. He shares how having a CPA certification has helped him as a financial planner and offers advice to those new to the profession. Hear the details on the importance of building a network and gaining an understanding of the fundamentals of financial planning.\n\nLinks to references in this week\u2019s podcast:\nRGT Wealth Advisors\nFPADFW Career Day\nAICPA