Throughout Sugey Piedra’s 17 years of tax preparation, She has come to find that taxes and investments are completely intertwined. So much of what happens on the Investment side impacts a client's taxes; and vice versa. Having the knowledge in both areas has given her a specialized approach to financial planning. Her passion is educating clients on strategic ways to manage, grow and sustain their wealth. Much of this was born out of the 2008 financial crash. Dealing with families going through tough times taught her that it is not about the amount of money earned but instead of how money was managed. Since then, she has changed the way she approaches tax preparation and consultations.
Her mission is to have conversations that are not easy but needed regarding money and future planning. She always tells her clients, “I can’t change what happened in the past, but I can try to help change the future.” By not just preparing your tax return but instead analyzing it, she can make recommendations to allow you to keep more of your hard-earned money. When we fail to tax plan, Uncle Sam is the winner.
· B.A. in Accounting – University of La Verne
· Enrolled Agent
· Certified Tax Preparer (CTEC)
· FINRA Series 7, 66
· Insurance Licensed #0M20175
She is the oldest of 5 sisters. She has two amazing kids, Emilio 18, and Leanna 14. In her free time you can find her out on the trail walking or enjoying a good book. She loves being spontaneous and going with the flow. Taking unplanned weekend road trips to enjoy the scenery to get away and spend time with her family.
On the episode:
On this episode of Sell Without Selling, Stacey sits with Sugey Piedra for a discussion on financial education, strategy, and the importance of building a relationship with your financial team.
You are supposed to love what you do.
Identify the tools you need to succeed in what you're doing.
What have you noticed successful people seem to have in common?
"Our education system focuses so much on what was... instead of what should and could be." -Stacey O'Byrne
"A good financial planner has interest in the process. It's not just paying your bills and paying your taxes." -Sugey Piedra