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.

    Join a committee




    A A A


     
    Copyright © 2006-2016 American Institute of CPAs.