Your personal finances should not be trusted to anyone but the most educated, experienced and ethical financial professional. Let us show you why the CPA/PFS may be the best financial planning advisor for you and where to locate a CPA/PFS in your area.
The Personal Financial Specialist (PFS) is the financial planning specialty accreditation held exclusively by Certified Public Accountants (CPAs) who are members of the American Institute of Certified Public Accountants (AICPA).
Send Us Your Comments/Questions/Concerns. The Personal Financial Planning Team wants to hear from you and welcomes your comments, questions and concerns.
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