David Stolz
Consultant, Stolz and Associates
Stolz and Associates is a Wealth Management firm in Tacoma Washington. Past Chair of the American Institute of CPA's Personal Financial Planning Credential Committee Past Member of The American Institute of CPA's Personal Financial Planning Executive Committee Author of Women, Divorce and Money, Taking Control of your Finances and your Future
Appearances
IdentificationPFP18101ADateJune 9, 2018**PLEASE REFER TO PFP18101B - BUILDING A TAX AND FINANCIAL PLANNING ADVISORY BUSINESS WORKSHOP - DAY 2 FOR ACCESS TO THIS WORKSHOP'S EVALUATION AND CPE**Speakers
Michael E. Goodman, CPA, PFS, CFPPresident, Wealthstream Advisors, Inc.Brooke Salvini, CPA/PFS, CFPPrincipal, Salvini Financial PlanningManaging Member, Sprinkle & Associates LLCConsultant, Stolz and AssociatesEllen M. Bruno, CPA, CGMA, PFSPresident, Compliance Advisor Professionals,LLCWealth Advisor, Lucent Wealth Planning, LLCTheodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory GroupPresident & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLC$79Standard Price- IdentificationPFP18101BDateJune 10, 2018*This 1.5-day workshop is not included in the All Access Pass. Stepping into an expanded role as a personal financial adviser requires foundational knowledge, responsiveness to changes and enthusiasm for the opportunities that await…
Speakers
Michael E. Goodman, CPA, PFS, CFPPresident, Wealthstream Advisors, Inc.Brooke Salvini, CPA/PFS, CFPPrincipal, Salvini Financial PlanningManaging Member, Sprinkle & Associates LLCConsultant, Stolz and AssociatesPresident, Technology Tools for Today (T3)CEO & Founder, Fox Financial Planning NetworkWealth Advisor, Lucent Wealth Planning, LLCTheodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory GroupPresident & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLCFounder and President, L. K. Benson & CompanyEllen M. Bruno, CPA, CGMA, PFSPresident, Compliance Advisor Professionals,LLC$79Standard Price 
IdentificationPFP19101ADateJune 8, 2019Individuals, families and business owners have changing expectations of their trusted adviser. They expect their adviser to be a primary point of contact who can integrate their financial needs throughout their lives. CPAs are perfectly positioned to do this…Speakers
Wealth Advisor, Lucent Wealth Planning, LLCDirk Edwards, CPA, JD, PFS, AEP (Distinguished)Partner, Edwards Bradley PCMichael E. Goodman, CPA, PFS, CFPPresident, Wealthstream Advisors, Inc.Brooke Salvini, CPA/PFS, CFPPrincipal, Salvini Financial PlanningManaging Member, Sprinkle & Associates LLCConsultant, Stolz and AssociatesEllen M. Bruno, CPA, CGMA, PFSPresident, Compliance Advisor Professionals,LLCTheodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory GroupPresident & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLC$79Standard Price
IdentificationPFP19101BDateJune 9, 2019Individuals, families and business owners have changing expectations of their trusted adviser. They expect their adviser to be a primary point of contact who can integrate their financial needs throughout their lives. CPAs are perfectly positioned to do this…Speakers
Wealth Advisor, Lucent Wealth Planning, LLCDirk Edwards, CPA, JD, PFS, AEP (Distinguished)Partner, Edwards Bradley PCMichael E. Goodman, CPA, PFS, CFPPresident, Wealthstream Advisors, Inc.Brooke Salvini, CPA/PFS, CFPPrincipal, Salvini Financial PlanningManaging Member, Sprinkle & Associates LLCConsultant, Stolz and AssociatesPresident, Technology Tools for Today (T3)Chris Wentzien, CFP®,CPA/PFS, MBAPrincipal, Natural Bridges Financial Advisors LLCCEO & Founder, Fox Financial Planning NetworkTheodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory GroupPresident & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLC$79Standard Price
IdentificationENG201.01DateJune 8, 2020Clients are looking to their CPA financial planners for answers. They are asking about their investments, the market, volatility, and tax planning opportunities, as well as other financial planning concerns…Speakers
President & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLCConsultant, Stolz and Associates$49Standard Price
IdentificationENG201.16DateJune 12, 2020As technology and other practice areas (such as cybersecurity, PFP, valuation, and forensic accounting) gain momentum, CPA firms should begin to consider how to build an advisory practice…Speakers
Kevin Martin, CPA.CITP, MCSE, MCP+IRetiring Founder, Martin & AssociatesConsultant, Stolz and AssociatesBethany M. Hearn, CPA, ABV, CFFPrincipal, CLA$49Standard Price
IdentificationPFP21101ADateJuly 24, 2021Tax, Retirement, Estate, Risk Management & InvestmentsSpeakers
Wealth Advisor, Lucent Wealth Planning, LLCDirk Edwards, CPA, JD, PFS, AEP (Distinguished)Partner, Edwards Bradley PCBrooke Salvini, CPA/PFS, CFPPrincipal, Salvini Financial PlanningConsultant, Stolz and AssociatesPresident & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLCMichael E. Goodman, CPA, PFS, CFPPresident, Wealthstream Advisors, Inc.Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory GroupManaging Member, Sprinkle & Associates LLCEllen M. Bruno, CPA, CGMA, PFSPresident, Compliance Advisor Professionals,LLC
IdentificationENG21LL04DateJuly 26, 2021The Personal Financial Specialist credential is the only CPA-exclusive financial planning credential that builds on your CPA foundation…Speakers
Daniel P. Snyder, CPA/PFSDirector - Personal Financial Planning (PA), AICPA & CIMAConsultant, Stolz and Associates$49Standard Price- IdentificationPFP21101B2DateJuly 25, 2021
Speakers
Dirk Edwards, CPA, JD, PFS, AEP (Distinguished)Partner, Edwards Bradley PCPresident & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLCManaging Member, Sprinkle & Associates LLCConsultant, Stolz and AssociatesWealth Advisor, Lucent Wealth Planning, LLCTheodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory GroupBrooke Salvini, CPA/PFS, CFPPrincipal, Salvini Financial PlanningMichael E. Goodman, CPA, PFS, CFPPresident, Wealthstream Advisors, Inc. 
IdentificationPFP21101B3DateJuly 25, 20213 graduates from the workshop will share their progress since they participated in this workshop…Speakers
Mark F. Astrinos, CPA, PFS, CFP, RLPPrincipal & Founder, Libra WealthFounding Principal, Laminar WealthTheodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory GroupPresident & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLCConsultant, Stolz and AssociatesManaging Member, Sprinkle & Associates LLCBrooke Salvini, CPA/PFS, CFPPrincipal, Salvini Financial PlanningMichael E. Goodman, CPA, PFS, CFPPresident, Wealthstream Advisors, Inc.Wealth Advisor, Lucent Wealth Planning, LLCDirk Edwards, CPA, JD, PFS, AEP (Distinguished)Partner, Edwards Bradley PCSara Sauer, CPA/PFS
IdentificationPFP22101A1DateJune 4, 2022There are a multitude of personal financial planning business models you can implement. The one you choose is what works best for you, your practice and your clients…Moderator
Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory GroupSpeakers
Wealth Advisor, Lucent Wealth Planning, LLCDirk Edwards, CPA, JD, PFS, AEP (Distinguished)Partner, Edwards Bradley PCMichael E. Goodman, CPA, PFS, CFPPresident, Wealthstream Advisors, Inc.Brooke Salvini, CPA/PFS, CFPPrincipal, Salvini Financial PlanningManaging Member, Sprinkle & Associates LLCConsultant, Stolz and AssociatesPresident & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLC$79Standard Price
IdentificationPFP22101A2DateJune 4, 2022Continuation of Part IModerator
Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory GroupSpeakers
Wealth Advisor, Lucent Wealth Planning, LLCDirk Edwards, CPA, JD, PFS, AEP (Distinguished)Partner, Edwards Bradley PCMichael E. Goodman, CPA, PFS, CFPPresident, Wealthstream Advisors, Inc.Brooke Salvini, CPA/PFS, CFPPrincipal, Salvini Financial PlanningConsultant, Stolz and AssociatesManaging Member, Sprinkle & Associates LLCPresident & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLC$79Standard Price- IdentificationPFP22101B3DateJune 5, 2022GROUP 1: DIRK EDWARDS, CPA/PFS, JD, Edwards Bradley PC, Lake Oswego, OR - Clients include entrepreneurs, executives, and high-net-worth individuals and their families; offers integrated personal financial planning and tax compliance services SUSAN M…
Speakers
Wealth Advisor, Lucent Wealth Planning, LLCDirk Edwards, CPA, JD, PFS, AEP (Distinguished)Partner, Edwards Bradley PCMichael E. Goodman, CPA, PFS, CFPPresident, Wealthstream Advisors, Inc.Brooke Salvini, CPA/PFS, CFPPrincipal, Salvini Financial PlanningTheodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory GroupConsultant, Stolz and AssociatesManaging Member, Sprinkle & Associates LLCPresident & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLC 
IdentificationPFP22101B5DateJune 5, 2022Through real-life client scenarios, you will learn how to best communicate with clients in the areas of retirement, estate/charitable, investment, risk management/insurance planning…Speakers
Wealth Advisor, Lucent Wealth Planning, LLCDirk Edwards, CPA, JD, PFS, AEP (Distinguished)Partner, Edwards Bradley PCMichael E. Goodman, CPA, PFS, CFPPresident, Wealthstream Advisors, Inc.Brooke Salvini, CPA/PFS, CFPPrincipal, Salvini Financial PlanningManaging Member, Sprinkle & Associates LLCConsultant, Stolz and AssociatesPresident & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLCModerator
Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory Group$79Standard Price
IdentificationPFP22101B6DateJune 5, 2022This final session will offer practical advice from the experts and will help you take the next steps based on what you have learned over the past two days, including: Resources, tools and learning integral to success Pressure points to be aware of as you make decisions forward Action steps to crea…Moderator
Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory GroupSpeakers
Wealth Advisor, Lucent Wealth Planning, LLCDirk Edwards, CPA, JD, PFS, AEP (Distinguished)Partner, Edwards Bradley PCMichael E. Goodman, CPA, PFS, CFPPresident, Wealthstream Advisors, Inc.Brooke Salvini, CPA/PFS, CFPPrincipal, Salvini Financial PlanningManaging Member, Sprinkle & Associates LLCConsultant, Stolz and AssociatesPresident & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLC$79Standard Price
IdentificationDCPA2230DateDecember 7, 2022Ensure the services you provide standout from those of other firms and adds the value clients are looking for. Learn about techniques on how to provide additional deliverables and services to your clients with data analytics and strategic automation…Speakers
Senior Enterprise Account Executive, CPA.comPartner, GreerWalkerConsultant, Stolz and Associates$49Standard Price
IdentificationPFP23102CDateJune 4, 2023Dirk Edwards, CPA/PFS, JD, Edwards Bradley PC, Lake Oswego, ORPanelists
President & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLCBrooke Salvini, CPA/PFS, CFPPrincipal, Salvini Financial PlanningConsultant, Stolz and AssociatesWealth Advisor, Lucent Wealth Planning, LLCMark F. Astrinos, CPA, PFS, CFP, RLPPrincipal & Founder, Libra WealthDirk Edwards, CPA, JD, PFS, AEP (Distinguished)Partner, Edwards Bradley PCSarah G. Bradley, CPA/PFSOwner, Edwards Bradley PCModerator
Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory Group$79Standard Price
IdentificationPFP23101ADateJune 3, 2023There are a multitude of personal financial planning business models you can implement. The one you choose is what works best for you, your practice and your clients…Panelists
Wealth Advisor, Lucent Wealth Planning, LLCBrooke Salvini, CPA/PFS, CFPPrincipal, Salvini Financial PlanningConsultant, Stolz and AssociatesPresident & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLCMark F. Astrinos, CPA, PFS, CFP, RLPPrincipal & Founder, Libra WealthDirk Edwards, CPA, JD, PFS, AEP (Distinguished)Partner, Edwards Bradley PCSarah G. Bradley, CPA/PFSOwner, Edwards Bradley PCModerator
Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory Group$79Standard Price
IdentificationPFP23101BDateJune 3, 2023Continuation of session one..…Panelists
Wealth Advisor, Lucent Wealth Planning, LLCBrooke Salvini, CPA/PFS, CFPPrincipal, Salvini Financial PlanningConsultant, Stolz and AssociatesPresident & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLCMark F. Astrinos, CPA, PFS, CFP, RLPPrincipal & Founder, Libra WealthDirk Edwards, CPA, JD, PFS, AEP (Distinguished)Partner, Edwards Bradley PCSarah G. Bradley, CPA/PFSOwner, Edwards Bradley PCModerator
Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory Group$79Standard Price
IdentificationPFP23102DDateJune 4, 2023You will learn how panelists communicate with clients, structure their meetings, and deliver & present planning ideas to clients in the areas of retirement, estate/charitable, investment, risk management/insurance planning…Panelists
Wealth Advisor, Lucent Wealth Planning, LLCBrooke Salvini, CPA/PFS, CFPPrincipal, Salvini Financial PlanningConsultant, Stolz and AssociatesPresident & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLCMark F. Astrinos, CPA, PFS, CFP, RLPPrincipal & Founder, Libra WealthDirk Edwards, CPA, JD, PFS, AEP (Distinguished)Partner, Edwards Bradley PCSarah G. Bradley, CPA/PFSOwner, Edwards Bradley PCModerator
Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory Group$79Standard Price
IdentificationPFP23102EDateJune 4, 2023This final session will give you a chance to create your game plan forward, get your questions answered, and gain practical advice from the panel, including:Panelists
Wealth Advisor, Lucent Wealth Planning, LLCBrooke Salvini, CPA/PFS, CFPPrincipal, Salvini Financial PlanningConsultant, Stolz and AssociatesPresident & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLCMark F. Astrinos, CPA, PFS, CFP, RLPPrincipal & Founder, Libra WealthDirk Edwards, CPA, JD, PFS, AEP (Distinguished)Partner, Edwards Bradley PCSarah G. Bradley, CPA/PFSOwner, Edwards Bradley PCModerator
Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory Group$79Standard Price
IdentificationPFP2304DateJune 5, 2023The decisions that clients make in the five years before and after retirement can make a difference in their retirement success…Moderator
Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory GroupPanelists
Executive Financial Planner, Sensible MoneyConsultant, Stolz and Associates$49Standard Price
IdentificationPFP2328DateJune 6, 2023Working in the divorce niche affords you the opportunity to become an expert in both the technical areas around divorce as well as becoming an expert on the profile of the person you are helping…Speaker
Consultant, Stolz and Associates$49Standard Price- IdentificationPFP24100DateJune 2, 2024With 10,000 baby boomers turning 65 each day and $30 trillion in wealth transferring over the next 20 years, individuals, families, and business owners have a growing need for you, as their trusted adviser, to guide them through the complexities in the areas of tax, retirement, estate, risk managem…
Speakers
Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory GroupMark F. Astrinos, CPA, PFS, CFP, RLPPrincipal & Founder, Libra WealthWealth Advisor, Lucent Wealth Planning, LLCBrooke Salvini, CPA/PFS, CFPPrincipal, Salvini Financial PlanningManaging Member, Sprinkle & Associates LLCConsultant, Stolz and AssociatesPresident & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLCSarah G. Bradley, CPA/PFSOwner, Edwards Bradley PC - IdentificationENG2519DateJune 11, 2025As the rate of 'gray divorce' - separations among couples aged 50 and older - continues to rise, CPAs are increasingly called upon to navigate the complex financial landscape these splits entail…
Speakers
Consultant, Stolz and AssociatesWealth Advisor, Stearns Financial Group
