I am a CPA, a CFP® professional and the owner of Client First Investment Services and Ben Hawkins CPA, P.C.
Prior to starting these firms, my previous positions included serving as a tax senior for KPMG, a national “Big 4” accounting firm and a regional CPA firm located in Hampton Roads. I’m extremely grateful to these high quality firms for the financial education and training they provided to me.
While working for these larger CPA firms, I developed a passion for personal finance. But I also frequently disagreed with the products and strategies that many financial advisors were implementing for our clients.
I quickly realized there was a need for independent and fee-sensitive financial advisors to help clients accumulate and protect their wealth.
Creating my dual CPA and financial planning practice has been a rewarding experience. My practice has allowed me to use my profession to truly feel that I’m helping people to the best of my abilities.