All financial planners are not created equal. With the CPA as a foundation, a CPA/PFS is uniquely qualified to be your trusted financial advisor. A Personal Financial Specialist (PFS) is a Certified Public Accountant (CPA) who meets the financial planning requirements established by the American Institute of Certified Public Accountants (AICPA). The credential is awarded only to CPAs who demonstrate the requisite experience, education, examination, and ethical standards established by the American Institute of Certified Public Accountants.
Why is a CPA/PFS beneficial to you? Because not only are they qualified in accounting, they are also a financial advisor who follows fiduciary standards; has experience as an independent registered investment advisor; and has experience in the investment or mutual fund industry.
The financial world has become a very complex place. Even if you’re used to handling your own financial affairs, the time may be right to consult a CPA/PFS who can review your financial situation and offer suggestions that may help you reach your financial goals. For example, if you have complex investment opportunities or unique financial requirements, you need someone who can help you navigate through those complex scenarios. A CPA/PFS can offer the analysis you need to answer these and other important financial questions.
Experience, trust and results…it’s what you expect.