瑞玛·帕特尔，注册会计师，CFP®

Trust and patience are guiding principles when 瑞玛·帕特尔 CPA, CFP® works with clients. She enjoys developing a good rapport with clients and understands being approachable is key to achieving that goal. 财政，尤指税收和 财务规划, 会很复杂, so Reema establishes trust from day one to understand what clients may be struggling with or looking to achieve, ensures they comprehend why Reema recommends a particular strategy or action.

议员，葡京会手机app下载 & 老葡京手机app(老葡京手机app) manager draws on nearly 10 years of experience in public accounting to support clients in the 汽车经销店, 非营利性, 专业服务 行业 税务筹划与合规、研究、 审计 and assurance, reviews, compilations, 员工福利计划服务 to help individuals and businesses achieve their goals.

Reema is also a 注册理财规划师™ professional and often provides 咨询 and recommendations on investment allocations and management, retirement strategies, 信托及遗产规划 为个人.

Among her various leadership roles, Reema is a co-director of D-PATH, 老葡京手机app’s diversity and inclusion initiative intended to provide leadership and business development, 网络, empowerment programming for women and minority professionals throughout the firm.

She was also central in helping 老葡京手机app develop a business plan to deliver 财务规划 services to Generation X and Y professionals, thereby contributing to a new client model for the future of the firm. Her leadership efforts are supported by graduation from The 大华盛顿注册会计师协会’ Margaret De Boe 领导 Development program and participating in Upstream Academy’s Emerging Leaders Academy to enhance her management development, communication and leadership talents.

Reema’s proficiency for reading financial statements and tax returns transfers to her personal life, where she enjoys spending time with a good book, especially fantasy (the Harry Potter series is her favorite.) Listening to film scores helps her escape, her love of the fantasy genre translates to her favorite soundtrack – 《老葡京手机app》, even though John Williams, her go-to composer, didn’t write it. The self-proclaimed foodie also enjoys cooking, 尤其是素食, testing every new recipe she can to try new things.