Hey Everyone! Lets give a huge HECP welcome to our newest member @frank-gutta! Frank is an expert CPA who’s been helping clients with all of their financial needs. Frank is now helping them with financial planning as well, and is looking to grow that portion of his business by quickly and effectively getting in front of high end clients.
Frank is completely service oriented and is committed to helping clients find the perfect balance that’s going to best suit their financial goals, and will be using the HECP toolkit to maximize the number of people he’s able to serve.
Welcome to the family Frank, we’re honored to have you!
Support Forums are being phased out. You can still view the existing Forum posts but can no longer post in them. For all Support needs, please email help@coredm.com or click the blue Question Mark icon in the lower right hand corner of your screen.