PFS Credential Holder Directory

Non-Commercial Use Only

This directory is intended strictly as a method to locate a PFS for the purpose of securing his or her services, and is not to be used to market products or services to PFS credential holders. Persons violating this restriction by using this directory to contact a PFS for unsolicited commercial purposes may be subject to legal action.

Who is a Personal Financial Specialist? All financial planners are not created equal. A 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.

You have 3 ways to search for a PFS:

1) Search by state and, optionally, by city:

City: State:

2) Search within a certain mile radius of a zip code:

Postal Code: Within:

3) Search by country for an international PFS:

Country: