For Independent CPAs
What is the CPA Investment Network?
Why Join the CPA Investment Network?
Why Did We Start the CPA Investment Network?
What Makes Us Special?
We Take Care of All Your:
- Client Reporting
- Compliance and Regulation
- Client Trading
- Training
- Questions
How Have Our Strategies Done?
How Well Did We Weather Storms?
How Are Clients Billed?
Member Qualifications
CPA Testimonials
Contact Us
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CPA Testimonials
- "I was really impressed with the speed and accuracy in which the CPA Investment Network got me completely set up. They had me properly trained and licensed within 30 days of joining the Network and they made it simple. They did almost all of the leg work and propelled me forward six months in my plan to provide financial/investment advice to my clients. I’d been involved with large Broker/Dealers in the past and it was impossible to get anything done. These guys think like CPAs, so they understand me and have developed this program to allow me to give my clients clear and objective advice."
- Michael D. Marino, CPA, President of Marino Wealth Management, Inc.
- “It turned out to be a major blessing when I found out about CPA Investment Network. As an old CPA and a new CFP® and financial advisor, I was not only looking for the compliance help I suddenly needed but access to a top quality product that I feel great about introducing to my clients. The Dimensional Fund Advisors funds fit right into my belief system. My clients appreciate the fact they can obtain access to these funds and have their worries handed over to a long-time trusted advisor. I am pleased to get excellent support with both my marketing and compliance issues. With these issues handled I can concentrate on helping my friends/clients achieve their life goals while I am building an enjoyable financial advisory/wealth management practice.”
- David L. Johnson, CPA CFP®, Managing Member of Rainy Day Planning, LLC.
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