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Thank you for your interest in contacting a CPA/PFS. A CPA is added to our database after demonstrating experience in personal financial planning services and meeting other credential requirements established by the AICPA. Every three years, all CPA/PFS holders must meet recertification requirements to maintain their right to use the credential.
The inclusion of a member's name on this site indicates only that the member has satisfied the CPA/ PFS credential and recertification requirements. The AICPA neither endorses the member's services nor suggests that the member is holding out to the public as providing financial planning or advisory services.
Who is a Personal Financial Specialist? All financial planners are not created equal. A PFS is more than a financial planner—he or she is a CPA with the powerful combination of extensive tax expertise and comprehensive knowledge of financial planning. This knowledge is critical to obtaining the most valuable, objective advice possible. All areas of personal financial planning—including estate, retirement, investments and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
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