Personal Financial Planning Executive Committee 


The Personal Financial Planning Executive Committee supports the AICPA by providing its members with information, advocacy and leadership to enable them to perform valuable personal financial planning services in the highest professional manner. It strives to gain recognition by the public as the premier providers of personal financial planning services. The committee also assists in developing public statements made by AICPA in the area of personal financial planning. It determines Institute technical policies regarding PFP and serves as the Institute's official voice on those matters

      

Charles Kowal
Chair

Charles Kowal
GA

Stephen Allen Reitz & Allen CPAs, PLLC
KY
Clay Blue Murphy Investment Group Inc.
NC
Jean-Luc Bourdon BrightPath Wealth Planning, LLC
CA
Gina Chironis  Clarity Wealth Management Inc.
CA
Joanne Hagopian  Lyra Management, LLC
CA
Sid Kess  Sidney Kess
NY 
David Kirk Ernst & Young
DC
Lori Luck Schultz & Crouse, PC
OR
Larry McKoy  Dixon Hughes Goodman, LLP
VA 
David Oransky  Laminar Wealth
IL
Tracy Stewart Tracy B. Stewart
TX
 
David Stolz  Stolz and Associates, PS
WA
 
Tom Trainor  Hanover Private Client Corporation
Canada
Michael Velazquez Sadd Velazquez Higashi Shammaa, LLP
CA
 
Julie A. Welch Meara Welch Browne, P.C.
KS
Andrea Millar

AICPA, Staff Liaison
NC

  
Click here to view the mission of the Personal Financial Specialist Credential Committee.

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