NAME:
Ryan Firth

FIRM:
Mercer Street Personal Financial Services

CERTIFICATIONS & PRACTICE TYPES
Certified Financial Planner (CFP), Personal Financial Specialist (PFS), Registered Investment Advisor (RIA), Investment Advisor Representatives, Certified Public Accountant (CPA), PFS (Personal Financial Specialist), Certified College Financial Consultant (CCFC), Global Financial Planner (GFP-USA), Registered Life Planner® (RLP®)

WEBSITE
http://www.mercerst.com

PRACTICE OVERVIEW

I can do project work, but I find that the real value for clients and me is in financial planning that is ongoing. I focus on tax planning for business owners (including self-employed), expats, and families with college-bound children.

ABOUT THIS PRACTICE

CPA financial planner who works based on time (i.e., hourly)

HOW THIS PRACTICE SUPPORTS TILLER CUSTOMERS

I recommend it to clients who are looking for a cash flow/budgeting tool and are comfortable using spreadsheets.

CONTACT
Email: ryan@mercerst.com
Phone: (346) 704-4690
Twitter: https://twitter.com/ryanrfirth
LinkedIn: https://www.linkedin.com/in/ryanfirth