George Deal is the sole advisor at CPA Teaches LLC in Towson, MD, holding a Series 65 designation with one year of experience at the firm. He has worked with the Defense Contract Audit Agency since 2009. CPA Teaches LLC provides advice-only financial planning and investment recommendations primarily to individuals and high-net-worth clients, focusing on retirement planning, tax-aware strategies, portfolio reviews, and education savings. The firm emphasizes tax integration, fundamental analysis, and asset allocation, delivering fixed-fee, milestone-based financial planning without managing or holding client assets.

Alexander Franks is a Series 65-licensed advisor with five years at CPA Teaches LLC and prior experience totaling 11 years at M.L. Lichtenberg & Associates LLC and Cohnreznick LLP. He is based in Towson, MD. CPA TEACHES LLC provides advice-only financial planning and investment recommendations to individuals and high-net-worth clients, focusing on tax-aware planning, portfolio reviews, and education savings. The firm operates as an accounting and tax-services practice affiliated with a related accounting firm, delivering fixed-fee, milestone-based financial planning without ongoing asset management or custody.