The American Institute of Certified Public Accountants (AICPA) awards the Personal Financial Specialist (PFS) credential only to licensed CPA. 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.  

Why use a CPA/PFS for financial planning?

Licensed CPAs have long been considered the standard for financial knowledge, objectivity and integrity, prepared to handle most demanding situations. A CPA/PFS has an unparalleled understanding of how to help clients benefit from today’s complex decisions about taxes, retirement, estate planning, investments and insurance.


view our credentials: