
What is a “Financial Advisor?”
Laurie Siebert, CPA, CFP®, AEP® discusses the term “financial advisor” and what the designations mean.

Laurie Siebert, CPA, CFP®, AEP® discusses the term “financial advisor” and what the designations mean.

Guest host, Matt Petrozelli, CEO Valley National Financial Advisors, discussed: From Sales to CEO:...

Laurie Siebert, CPA®, AEP®, discussed: Understanding Your Tax Return

Laurie Siebert, CPA®, AEP, discussed: Getting Ready for Tax Preparation.