• Ep 03: Achieving Stability and Success Through Financial Advisors

  • Sep 3 2024
  • Length: 34 mins
  • Podcast

Ep 03: Achieving Stability and Success Through Financial Advisors

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  • Summary

  • Jill Brickel is a distinguished certified public accountant and personal financial specialist who currently serves as the president of Brickell and Company, PA CPAs and consultants. Reflecting on her career journey, Jill acknowledges that her focus on running her practice and raising her children has limited her involvement in philanthropic activities, though she has participated in professional organizations and scholarship funds in the past. She emphasizes her current work in the entertainment industry, where she supports clients in dealing with unions and provides crucial financial guidance. Despite not taking on leadership roles in community initiatives, Jill expresses a willingness to support good causes and help others give back, demonstrating a career marked by a balance between professional responsibilities, family commitments, and a desire to guide and support her clients. Here's What to Expect This Episode: Jill transitioned from marketing to accounting at the University of Florida and later earned a Master of Science in accounting with a focus on taxation. How to customize business management services for high-net-worth clients in the entertainment industry. Addressing the complexities of entertainment finance, highlighting the unique financial challenges faced by entertainers, especially those dealing with various states for tax purposes. Cases of successful financial stability achieved through a holistic approach and collaboration with financial experts. Working with athletes in football and basketball, providing financial planning services to clients in the entertainment industry, helping them make informed decisions about their finances. Jill Brickel's tradition of supporting scholarship funds to help students enter the field of accounting and her work with unions like the Screen Actors Guild and the Directors Guild. Connect with Jill Brickel: https://www.linkedin.com/in/jill-brickel-5222b0b/ Connect with David T. Yu: https://www.dtywealthplanningsolutions.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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