Why a CPA/PFS?
All financial planners are not created equal. You need a trusted adviser to help sort through complex financial decisions and develop sound strategies to help you work toward a secure financial future. The PFS credential was established for CPAs who specialize in personal financial planning and is awarded exclusively to AICPA members who have demonstrated considerable experience and expertise in that area. As of today, the AICPA has granted approximately 3,300 CPA/PFS credentials. A CPA must meet certain requirements before becoming a CPA/PFS and meet recredentialing requirements every three years to maintain the certification. A PFS demonstrates competency in the areas of: • Personal Financial Planning • Retirement Planning • Estate Planning • Personal Income Tax Planning • Risk Management & Insurance Services, and • Investment Advisory Services You deserve quality advice when planning you financial future. A CPA financial planner must be able to assess your current financial situatio
