As a financial advisor at Align Wealth Management in both Treasure Island and St Petersburg, Florida, Brian Puckett provides financial advice for individuals, families, and small businesses on investments, retirement, and 401(K) plan management. He is a Certified Public Accountant (CPA) with Personal Financial Specialist (PFS) certification and is also a licensed attorney. Align Wealth Management provides financial assistance to clients out of its Oklahoma City, Oklahoma office as well. As a past resident of Oklahoma, Brian Puckett is a member of the Oklahoma Society of CPAs.

1. Brian Puckett

2.  As a financial advisor at Align Wealth
Management in both Treasure Island and St
Petersburg, Florida, Brian Puckett provides
financial advice for individuals, families, and small
businesses on investments, retirement, and 401(K)
plan management. He is a Certified Public
Accountant (CPA) with Personal Financial
Specialist (PFS) certification and is also a licensed
attorney. Align Wealth Management provides
financial assistance to clients out of its Oklahoma
City, Oklahoma office as well. As a past resident of
Oklahoma, Brian Puckett is a member of the
Oklahoma Society of CPAs.

3.  The Oklahoma Society of CPAs (OSCPA) is a professional
organization for CPAs in Oklahoma that aims to enhance
the professional skills of CPAs by maintaining high ethical
and educational standards as well as promoting a positive
public image. One way the organization accomplishes this is
by holding a number of conferences throughout the year for
those seeking Continuing Professional Education (CPE)
credit hours. For example, the Accounting Expo will be held
from September 29-30, 2016 in Tulsa, Oklahoma and will
allow attendees to complete their needed CPE credit hours.
This is a new two-day conference that will offer a variety of
topics in accounting. Attendees will be able to network with
hundreds of other accounting professionals and choose from
26 different session options to obtain various CPE credits.