For CPA Firms Seeking to Add Comprehensive Financial Planning Without Adding Complexity
Trusted Solutions for You and Your Clients
Expand your advisory capabilities, deepen client relationships, and create an additional revenue opportunity by partnering with a dedicated financial planning team. Join a growing community of CPA firms that offer coordinated wealth management services while preserving professional independence and client ownership.
If you are a CPA firm seeking a trusted planning partner, our process is designed to bring clarity, coordination, and consistency to complex financial decisions.
Our Process
We create strategies that are tailored to your needs and goals.
Our History
Years of experience have prepared us to guide you through your life transitions.
Who we work with
We work with CPA firms that advise business owners and professionals who need more than tax compliance alone. Our alliance model allows you to expand your advisory value without changing your business model, compensation structure, or client ownership. Our role is to complement—not compete with—your CPA relationship by providing objective, coordinated financial advice that supports better long-term outcomes.
Why Partner with Us
CPA firms are uniquely positioned to influence long-term financial success. We help you strengthen that relationship by offering high-quality, financial planning that can help complement your core tax and accounting services.
Our alliance focuses on three priorities:
- Clarity – Objective, data-driven advice supported by a repeatable planning process.
- Coordination – Seamless collaboration with your team to ensure advice aligns with tax strategies.
- Consistency – A professional planning partner who supports your clients year-round.
What Clients Receive
Clients gain access to a comprehensive planning framework that includes cash flow analysis, tax strategies, retirement projections, estate considerations, risk management, investment analysis, and guidance during major life events. Planning is delivered virtually for convenience and accessibility.
Benefits to your Firm
- Expanded service set without additional staffing
- Stronger client relationships and retention
- Competitive advantage
- A consistent process that integrates with your workflow
- Potential for additional revenue
- Increased enterprise value of your firm
- Introductions to our clients who need CPAs
Matthew Shipman, WMCP®, RICP®, CLTC®, AIF®
Managing Partner
matthew_shipman@pacificadvisors.com
As a Managing Partner for Pacific Advisors, Matthew Shipman is responsible for managing the APG team (Advisor Performance Group), leading our wealth management team and overseeing our compliance team. Matt is tasked with growing the...
Joseph Cundari, CPA, MBA
Financial Advisor
joseph.cundari@pacificadvisors.com
Sam Oceguera
Financial Advisor
Samuel.oceguera@pacificadvisors.com
Bryan Wilczewski, CFP®, ChFC®, CIMA®
Wealth Management Advisor
bryan.wilczewski@pacificadvisors.com
