Financial planning with James McGettigan (Part 1) - a podcast by Yaeger CPA Review

from 2021-07-27T12:00:18

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In the first part of this two-part episode, Phil speaks with James McGettigan, CPA, CGMA and CFP at Stoker Ostler. James shares why he became a certified personal financial specialist. He also talks about how and why he feels the accounting industry is evolving.

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