Well, let's see: Estate Planning, Insurance Advice and all that goes into Financial Planning plus CPA = epiafpCPA.
Here's what the anagram server makes of it:
A CAP PEP IF
A CPA PEP IF
CAFE PAP PI
FACE PAP PI
PACE PAP IF
CAPE PAP IF

Hmm--FACEPAPPI doesn't quite seem the thing, somehow. What about feppiacap?