The individuals included on this site are members of the American Institute of Certified Public Accountants who are entitled to use the Personal Financial Specialist (PFS) designation. A CPA is granted this designation only after demonstrating experience in personal financial planning services and meeting other accreditation requirements established by the AICPA. Every three years, all CPA/PFS must meet reaccreditation requirements to maintain their right to use the accreditation.
The inclusion of a member's name on this site indicates only that the member has satisfied the CPA/PFS accreditation and reaccreditation 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.
Find a CPA/PFS
Show documents in this section
Hide documents in this section