{"id":922,"date":"2021-02-24T10:31:57","date_gmt":"2021-02-24T15:31:57","guid":{"rendered":"https:\/\/www.alphafa.com\/?page_id=922"},"modified":"2023-06-28T11:30:13","modified_gmt":"2023-06-28T15:30:13","slug":"ann-reilley-cfp-cpa","status":"publish","type":"page","link":"https:\/\/www.alphafa.com\/ja\/about\/meet-our-team\/ann-reilley-cfp-cpa\/","title":{"rendered":"Ann Reilley, CFP\u00ae, CPA"},"content":{"rendered":"
CFP\u00ae (Certified Financial Planner\u2122)\u304a\u3088\u3073\u516c\u8a8d\u4f1a\u8a08\u58eb(CPA)\u306e\u8cc7\u683c\u3092\u6301\u3064\u30a2\u30f3\u306f\u3001\u52b9\u679c\u7684\u306a\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u3001\u76f8\u7d9a\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u3001\u30bf\u30c3\u30af\u30b9\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u306b\u307e\u3064\u308f\u308b\u8907\u96d1\u306a\u554f\u984c\u3092\u7406\u89e3\u3059\u308b\u30e6\u30cb\u30fc\u30af\u306a\u8cc7\u683c\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002 \u30a2\u30f3\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u660e\u78ba\u3055\u3092\u63d0\u4f9b\u3059\u308b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3055\u308c\u305f\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30d7\u30e9\u30f3\u3092\u8a2d\u8a08\u3057\u3001\u5b9f\u884c\u3059\u308b\u3053\u3068\u306b\u559c\u3073\u3092\u611f\u3058\u3066\u3044\u308b\u3002 \u5f7c\u5973\u306f\u3001\u63a8\u5968\u3059\u308b\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u5404\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30e6\u30cb\u30fc\u30af\u306a\u30d3\u30b8\u30e7\u30f3\u3001\u4fa1\u5024\u89b3\u3001\u76ee\u6a19\u306b\u6cbf\u3063\u305f\u3082\u306e\u3067\u3042\u308b\u3053\u3068\u304c\u6700\u3082\u91cd\u8981\u3067\u3042\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002 \u30a2\u30f3\u306e\u5353\u8d8a\u6027\u3001\u8aa0\u5b9f\u3055\u3001\u305d\u3057\u3066\u4fe1\u983c\u3067\u304d\u308b\u4eba\u9593\u95a2\u4fc2\u3078\u306e\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u8ce2\u660e\u306a\u8ca1\u52d9\u4e0a\u306e\u6c7a\u65ad\u3092\u4e0b\u305b\u308b\u3088\u3046\u30b3\u30fc\u30c1\u3059\u308b\u306e\u306b\u5f79\u7acb\u3063\u3066\u3044\u308b\u3002\u3053\u308c\u306b\u3088\u3063\u3066\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306f\u81ea\u5206\u306e\u8ca1\u653f\u304c\u6b63\u3057\u3044\u8ecc\u9053\u306b\u3042\u308b\u3068\u78ba\u4fe1\u3057\u3001\u5b89\u5fc3\u3057\u3066\u5922\u3092\u8ffd\u3044\u6c42\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u306e\u3067\u3059\u3002 \u30a2\u30f3\u306f\u9867\u5ba2\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3068\u3057\u3066\u306e\u5f79\u5272\u306b\u52a0\u3048\u3001\u30a2\u30eb\u30d5\u30a1\u306e\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\uff08CEO\uff09\u3068\u3057\u3066\u3082\u6a5f\u80fd\u3057\u3066\u3044\u308b\u3002<\/p>\n
\u30f4\u30a3\u30e9\u30ce\u30d0\u5927\u5b66\u3067\u4f1a\u8a08\u5b66\u3068\u65e5\u672c\u8a9e\u306e\u5b66\u4f4d\u3092\u53d6\u5f97\u5f8c\u3001\u30cb\u30e5\u30fc\u30e8\u30fc\u30af\u306e\u30c7\u30ed\u30a4\u30c8\u30fb\u30a2\u30f3\u30c9\u30fb\u30c8\u30a6\u30b7\u30e5\u3067\u30ad\u30e3\u30ea\u30a2\u3092\u30b9\u30bf\u30fc\u30c8\u3002 \u305d\u306e\u5f8c\u3001\u6771\u4eac\u3092\u62e0\u70b9\u3068\u3059\u308b\u30d9\u30a2\u30fc\u30fb\u30b9\u30bf\u30fc\u30f3\u30ba\u306e\u30a2\u30b8\u30a2\u5730\u57df\u30b3\u30f3\u30c8\u30ed\u30fc\u30e9\u30fc\u3092\u52d9\u3081\u305f\u3002 \u3053\u306e\u3088\u3046\u306a\u56fd\u969b\u7684\u306a\u7d4c\u9a13\u304b\u3089\u3001\u30a2\u30f3\u306f\u3001\u30a2\u30b8\u30a2\u3067\u306e\u30d3\u30b8\u30cd\u30b9\u5c55\u958b\u306e\u652f\u63f4\u306b\u95a2\u5fc3\u3092\u62b1\u304f\u3088\u3046\u306b\u306a\u3063\u305f\u3002 \u5916\u56fd\u4eba\u306e\u9867\u5ba2<\/a> \u305d\u306e\u4eba\u7279\u6709\u306e\u72b6\u6cc1\u304c\u3082\u305f\u3089\u3059\u8907\u96d1\u306a\u7a0e\u52d9\u30fb\u8ca1\u52d9\u554f\u984c\u3092\u30ca\u30d3\u30b2\u30fc\u30c8\u3059\u308b\u3002 \u30b7\u30e3\u30fc\u30ed\u30c3\u30c8\u3078\u306e\u5e30\u56fd\u5f8c\u3001\u30a2\u30f3\u306f\u30bf\u30c3\u30af\u30b9\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u3068\u30d1\u30fc\u30bd\u30ca\u30eb\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9\u306b\u8208\u5473\u3092\u6301\u3061\u3001CFP\u00ae\u306e\u8cc7\u683c\u3092\u53d6\u5f97\u3057\u30012010\u5e74\u306b\u30a2\u30eb\u30d5\u30a1\u306b\u5165\u793e\u3057\u305f\u3002\u30a2\u30eb\u30d5\u30a1\u30fb\u30c1\u30fc\u30e0\u306e\u6307\u5c0e\u306b\u60c5\u71b1\u3092\u6ce8\u304e\u3001\u6307\u5c0e\u8005\u306e\u80b2\u6210\u3092\u697d\u3057\u3093\u3067\u3044\u308b\u3002<\/p>\n \u30a2\u30f3\u306fAICPA\u306e\u4f1a\u54e1\u3067\u3042\u308a\u3001\u30d1\u30fc\u30bd\u30ca\u30eb\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30b9\u30da\u30b7\u30e3\u30ea\u30b9\u30c8\u306e\u8cc7\u683c\u3092\u53d6\u5f97\u3057\u3066\u3044\u308b\u3002 \u307e\u305f\u3001\u30ce\u30fc\u30b9\u30ab\u30ed\u30e9\u30a4\u30ca\u5dde\u516c\u8a8d\u4f1a\u8a08\u58eb\u5354\u4f1a\u304a\u3088\u3073\u5168\u7c73\u500b\u4eba\u8ca1\u52d9\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u5354\u4f1a\uff08NAPFA\uff09\u306e\u4f1a\u54e1\u3067\u3082\u3042\u308b\u3002 NAPFA\u5357\u5730\u57df\u7406\u4e8b\u4f1a\u306e\u8b70\u9577\u3092\u52d9\u3081\u3001NAPFA\u8ca1\u52d9\u59d4\u54e1\u4f1a\u306e\u30e1\u30f3\u30d0\u30fc\u3067\u3042\u308a\u3001\u73fe\u5728\u306f\u76e3\u67fb\u59d4\u54e1\u4f1a\u306e\u30e1\u30f3\u30d0\u30fc\u3067\u3042\u308b\u3002\u30a2\u30f3\u306f\u3001\u30b7\u30e3\u30fc\u30ed\u30c3\u30c8\u30fb\u30de\u30ac\u30b8\u30f3\u8a8c\u306e\u300cFIVE STAR\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u8cde\u300d\u3092\u5e38\u306b\u53d7\u8cde\u3057\u3066\u304a\u308a\u3001\u6b21\u306e\u3088\u3046\u306a\u8a55\u4fa1\u3092\u53d7\u3051\u3066\u3044\u307e\u3059\u3002 \u5168\u56fd\u7d19\u3067\u983b\u7e41\u306b\u5f15\u7528\u3055\u308c\u3066\u3044\u308b\u3002<\/a>\u00a0 \u30a2\u30f3\u306f4\u4eba\u306e\u5b50\u4f9b\u305f\u3061\u3068\u904e\u3054\u3059\u6642\u9593\u3092\u697d\u3057\u307f\u3001\u4e16\u754c\u3092\u65c5\u3057\u3001\u591a\u69d8\u306a\u80cc\u666f\u3084\u7d4c\u9a13\u3092\u6301\u3064\u4eba\u3005\u3068\u95a2\u4fc2\u3092\u7bc9\u304f\u3053\u3068\u3092\u697d\u3057\u3093\u3067\u3044\u308b\u3002\u5f7c\u5973\u306f\u3001\u6210\u9577\u3057\u3088\u3046\u3068\u3059\u308b\u4eba\u3001\u5b66\u307c\u3046\u3068\u3059\u308b\u4eba\u3001\u4eba\u751f\u306e\u76ee\u7684\u3092\u8ffd\u6c42\u3057\u3088\u3046\u3068\u3059\u308b\u60c5\u71b1\u7684\u306a\u4eba\u305f\u3061\u306b\u523a\u6fc0\u3092\u53d7\u3051\u3066\u3044\u308b\u3002 <\/p>\n<\/div><\/div><\/div> <\/p>\n \u30ce\u30fc\u30b9\u30ab\u30ed\u30e9\u30a4\u30ca\u5dde\u30b7\u30e3\u30fc\u30ed\u30c3\u30c8\u3068\u30a2\u30c3\u30b7\u30e5\u30d3\u30eb\u306e\u30d9\u30b9\u30c8\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u30e9\u30f3\u30ad\u30f3\u30b0\u30c8\u30c3\u30d79\uff1a https:\/\/www.advisoryhq.com\/articles\/top-financial-advisors-in-charlotte-north-carolina\/<\/a><\/p>\n<\/div><\/div>","protected":false},"excerpt":{"rendered":"Ann Reilley, CFP\u00ae, CPA Principal, CEO Ann Reilley, CFP\u00ae, CPA Principal, CEO As a Certified Financial Planner\u2122 (CFP\u00ae) and a Certified Public Accountant (CPA), Ann is uniquely qualified to understand complex issues surrounding effective financial, estate and tax planning.\u00a0\u00a0Ann enjoys designing and implementing customized financial plans that provide clarity for clients.\u00a0 She believes it is paramount that recommended solutions align ...