Megan Wilsey, CPA, CFP®
Virtual Back-Office Planner
Hi, I’m Megan Wilsey, Virtual, Back-Office Planner with Outsourced Planning.
I am a licensed CPA and CFP®, with an extensive track record of delivering superior client service. After obtaining a Bachelor’s degree in Business Administration from Northeastern University, I began my professional career at a Big 4 accounting firm working with Fortune 500 corporations.
I then transitioned to working with individuals and small businesses at a private wealth management firm and it was during that time I obtained my CFP® license.
My goal at Outsourced Planning to make peoples’ lives better by providing the highest quality of sustainable financial planning analysis and strategies. I firmly believe that financial stability is attainable for everyone, regardless of socioeconomic status.
A solid financial plan is paramount to creating a roadmap to success and peace of mind. I would love to partner with you to help you bring the best financial planning services to bear for your clients.