Shane is a CPA and CFP™ who specializes in helping self-employed creatives and tech professionals foster wealth. After spending seven years in the public accounting space with PwC and Raich, Ende, Malter, Shane embraced his independent spirit and launched BKFI with AJ Ayers.
He spent the early years of his accounting career working with start-ups in Austin, Texas before moving to Brooklyn to learn just how messy New York taxes can be. With a strong foundation in the technical elements of tax planning, Shane focuses on the nuts and bolts of our client's financial plans.
Session Information
Beyond the CFP: Additional Certifications
We all know that the CFP is the gold standard of certifications in the financial planning industry. However, once you reach that milestone, is it worth it to seek additional certifications? You have to consider the time commitment to study, the financial expense of exam fees and ongoing dues, the annual continuing education requirements and much more. In this session, you will hear from three financial advisors who have a total of five different certifications between them. They will share why they decided to pursue additional certifications, how it has (or has not) served them in their career, and what they would recommend to those considering getting certified beyond the CFP!