At Paraklete Financial, we’re changing the way personal financial planning is delivered. Our firm is growing rapidly, and we’re looking for individuals who value integrity, objectivity, transparency, and excellence in their work—qualities that are more important than ever in today’s world.
As CPAs, we understand that clients rely on us as their trusted advisers. At Paraklete, we are a CPA firm solely focused on personal financial planning, offering both virtual multi-family offices and virtual family offices to meet the needs of our diverse client base.
Our firm’s name, Paraklete, means advocate, counselor, and one who walks alongside you. This is the philosophy that guides everything we do for our clients and their families.
We are excited to offer two remaining spots in our exclusive course, Building a Fee-for-Service Personal Financial Planning Practice. This proprietary program is a 24-hour Continuing Professional Education (CPE) event that will help you master the skills to build a successful fee-for-service planning practice.
Event Details:
- Dates: Monday – Wednesday, October 21-23 & October 28-30
- Time: 12 PM – 4 PM EST
Join us for this engaging and transformative experience. To secure your spot, register now at Financial Planning Advocate.
Take the next step in your personal financial planning career with Paraklete Financial, Inc.—where we walk alongside our clients and CPA’s like you, every step of the way.
