Preview Mode Links will not work in preview mode

American Institute of CPAs - Personal Financial Planning (PFP)

Jan 28, 2022

Sue Stevens, CPA/PFS, has forged her own unique path to create her successful financial planning firm. She shares her journey and the wisdom she learned along the way in the third episode in this new podcast series hosted by Lyle Benson, CPA/PFS.  Sue shares:

  • What led her from being a cellist recording albums to becoming a CPA financial planner
  • How she made the decision to merge her firm with Buckingham Advisors
  • How her love of music and writing has shaped her work for clients
  • Her blueprint for a successful life and career (hint, begin with your vision!)
  • Her predictions for the future of financial planning
  • What the AICPA PFP community has meant to her work and her life 

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit to access show notes with direct links. 

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.