Adrian Albidress

CPA and Certified Financial Planner®
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Positions

CPA CFP®

  • Albidress Financial
  • Jun 2014 - Present
  • 7 years 8 months

Adrian's Collections

My 2021 Highlights

1 Highlight

2021

Dec 28, 2021
Dec 28, 2021
Learned how to incorporate a new risk scoring tool into client portfolios
My 2021 Highlights
Learned how to incorporate a new risk scoring tool into client portfolios
Dec 28, 2021
Dec 28, 2021
I held the Twirltastics sign at the 2021 Bel Air Christmas Parade
Completed a training course
My 2021 Highlights
+ 1
Signed up with Coinbase Commerce to allow crypto as a payment method for tax preparation services.
Dec 28, 2021
Dec 28, 2021
Strategized with advisors
My 2021 Highlights
Acquired a book of business from a CPA looking to downsize his practice.
Dec 28, 2021
Dec 28, 2021
Coached a Student
Strategized with advisors
Coached an Owner
Completed a training course
Became an advisor
My 2021 Highlights
+ 4
Signed up with SurePrep/TaxCaddy to offer a better remote tax preparation experience.

2014

Jun 01, 2014
Jun 01, 2014
Started a new role at Albidress Financial
Excited to join Albidress Financial as CPA CFP®! 🎉
CPA CFP®, Albidress Financial
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