Paraklete Financial, Inc. Expands Operations to Gloucester, Virginia

Gloucester, VA – January 7, 2025 – Paraklete Financial, Inc., a nationally recognized fee-for-service CPA financial planning firm, is pleased to announce its expansion into Gloucester, Virginia. This strategic move underscores Paraklete Financial’s commitment to bringing holistic personal financial planning services to clients across the United States. Mitchell Kent, CPA/PFS, will lead the Gloucester office, […]
Paraklete®Financial Hosts Annual Summit

Paraklete® Financial, Inc. recently hosted its 2024 Annual Summit October 16 -19 at Hotel Indigo in Atlanta/Vinings, Georgia. The event brought together Paraklete CPA financial planners from around the country for three days of advanced estate planning, thought-provoking discussions, and opportunities for collaboration. The Summit featured presentations by industry leaders Jere Doyle, Senior VP and […]
PFS Live Comes to San Diego, CA

San Diego, CA— November 21, 2024 As a CPA, are you ready to begin offering personal financial planning to your clients? Join us for an exclusive event, hosted by Avantax, featuring renowned personal financial planning expert, Tom Tillery, as he brings his wealth of knowledge to San Diego, CA, with PFSLive! Tom Tillery is a […]
Paraklete Financial Expands to Boca Raton with New Office and Leadership by Matthew Blumberg

Paraklete Financial is pleased to announce the grand opening of its newest office in Boca Raton, Florida. This expansion marks a pivotal moment for the firm as it continues to grow its presence in the region. The Boca Raton office will be under the leadership of Matthew Blumberg, CPA/PFS, a distinguished professional in the high […]
Risk Management/Employee and Business-Owner Planning

In today’s dynamic business environment, effective risk management is crucial for CPAs. The AICPA-CIMA course on Risk Management provides comprehensive training on identifying, assessing, and mitigating various business risks. Updated and now in its seventh year this course covers key aspects such as operational, financial, compliance, and strategic risks, ensuring that professionals are equipped to […]
PFS Live Comes to Chicago,Illinois

Chicago, Illinois – August 1-2, 2024: As a CPA, are you ready to begin offering personal financial planning to your clients? Join us for an exclusive event, hosted by Avantax, featuring renowned personal financial planning expert, Tom Tillery, as he brings his wealth of knowledge to Chicago, Illinois with PFSLive!. Tom Tillery is a seasoned […]
Paraklete® Financial, Inc. Expands Operations to Fort Worth, Welcomes Marty McCutchen, CPA/PFS

Fort Worth, TX – Paraklete® Financial, Inc., a premier financial advisory firm, is excited to announce the opening of its new office in Fort Worth, TX. This expansion highlights the firm’s dedication to offering superior financial services and personalized advice to clients in Fort Worth and beyond. The new Fort Worth office will be led […]
Paraklete Financial, Inc. Opens New Office in Denver, Expanding its Presence to the Rocky Mountain Region

Denver, CO – June 6, 2024 – Paraklete® Financial, Inc., a leading financial advisory firm, is proud to announce the opening of its newest office in Denver, Colorado. This strategic expansion demonstrates the company’s commitment to providing integrated personal financial services to clients in the Rocky Mountain region. The Denver office is led by Charlie […]
Thomas Tillery, MA, MSFS, AEP (Distinguished), CFP® to Speak at AICPA
Sunday, June 2, Aria, Las Vegas – Thomas Tillery, MA, MSFS, AEP (Distinguished), CFP®, a distinguished educator and esteemed expert in personal financial services, is honored to announce his participation as a speaker at the AICPA Engage 2024 conference. The event, renowned for bringing together leading professionals from the accounting and financial planning industries, is […]
Susan M. Tillery, CPA/PFS, AEP® (Distinguished) to Speak at AICPA Engage 2024
Sunday, June 2, 2024, Aria, Las Vegas – Susan Tillery, CPA/PFS, AEP (Distinguished) financial advisor and a leading practitioner of the unbundled virtual family offices and personal financial planning, is honored to announce her participation as a speaker at the AICPA Engage 2024 conference. The event will take place June 2-6, 2024 at Aria, Las […]