Congratulations to Carli Ortiz for AICPA Standing Ovation Award
Congratulation to Linkenheimer Partner Carli Ortiz for being honored as 1 of 16 CPAs under 40 for their contributions to personal financial planning. See the ACIPA press release below for more info:
LAS VEGAS (June 13, 2017) – The American Institute of CPAs (AICPA) today honored 16 CPAs under the age of 40 for their contributions to personal financial planning with the second annual Personal Financial Planning (PFP) Standing Ovation. The recipients were honored at the AICPA’s Advanced Personal Financial Planning Conference in Las Vegas, part of AICPA ENGAGE.
“The AICPA is pleased to recognize each of these honorees for their contributions to personal financial planning,” said Andrea Millar, CPA/PFS, AICPA’s Director of Personal Financial Planning. “Each of these young PFS credential holders has gone beyond providing excellent client services to earn this honor. Their work underscores the contribution CPAs are able to make in the field of financial planning at an early age.”
Some examples of the contributions this group of CPAs has made to the profession include streamlining processes to provide a better client experience, developing software to help manage the practice, providing financial literacy workshops in their communities and volunteering financial planning […]