Skip to main content

Managing Client Expectations With Alex Cudzewicz

April 09, 2019


ASCPA Member Alex Cudzewicz, CPA (in Illinois) shares tips on managing client expectations. Cudzewicz will speak on this topic at the ASCPA Financial Planning Conference on June 6, 2019 at the Desert Willow Conference Center.


Alex Cudzewicz is president of Oak Brook Asset Management, Corporation, which provides investment advisory services for individual clients. He founded the firm in 1993. Cudzewicz is a Registered Investment Advisor and has been awarded the Personal Financial Specialist designation by the AICPA. He is also a licensed CPA in Illinois.

Cudzewicz has been a member of the ASCPA’s Financial Planning Committee for 18 years and is joining us today to talk more about the session he will present at the ASCPA Financial Planning Conference titled Managing Client Expectations.