visiWealth is thrilled to partner with the AICPA Personal Financial Planning (PFP) Section by offering active members in good standing complimentary single-user access to the visiWealth platform! The AICPA PFP Section serves a large and diverse community of CPAs and like-minded financial planners who need to communicate daily with their clients on a wide variety of financial topics. visiWealth supports these same conversations with the use of visuals to make complex planning topics understandable, enabling conversations to focus on the decisions that need to be made to achieve their goals.

According to Chief Creative Officer, Dr. Ross Riskin, “After having been a Personal Financial Specialist (PFS) and member of the AICPA PFP Section for 10+ years, I can't think of a community of financial professionals who will benefit more from the use of our visual resources than the CPA financial planner community. So much of our content focuses on tax planning strategies and with the passage of the One Big Beautiful Bill Act (OBBBA), now is the time for CPAs to showcase their expertise around some major changes and in a way that resonates with multigenerational clients - hence the incorporation of more interactive/visual resources."

“This collaboration advances our mission to give CPAs practical, well-designed tools that bring clarity and transparency to financial planning,” said Dan Snyder, CPA/PFS, Director of the AICPA PFP Division. “visiWealth aligns with our planning-first philosophy by helping CPAs engage in effective planning conversations and deliver advice that is clear, reliable, and centered on real client outcomes.” By including visiWealth as a member benefit, the AICPA PFP Section reinforces its commitment to elevating professional practice with tools that enhance communication and bridge technical expertise and practical client implementation.

The AICPA PFP Section offers CPAs and like-minded financial planners specialized guidance, education, and professional support to help them deliver high-quality, client-centered financial planning services. Through its programs and member benefits, the PFP Section equips professionals to stay current, apply best practices, and uphold the highest standards of the profession. Learn more at www.aicpa.org/pfp.