Non-Commercial Use Only
This directory is intended strictly as a method to locate a CPA/PFS for the purpose of securing his or her services, and is not to be used to market products or services to CPA/PFS credential holders. Persons violating this restriction by using this directory to contact a CPA/PFS for unsolicited commercial purposes may be subject to legal action.
Who is a CPA Personal Financial Specialist? All financial planners are not created equal.
A CPA/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.
Enjoy this short video that describes what a CPA/PFS can do for you.
“Helping You Realize Your Financial Goals: A CPA/PFS”