Why Hire a CPA

Why Hire a CPA/PFS Professional? Credentials Count

The CPA license demonstrates great commitment to meeting client's needs in an objective and ethical manner. The rigid requirements to obtain and maintain the CPA license ensure the proper education and experience.

The PFS credential is a certification from the AICPA of comprehensive financial planning expertise resulting from a high level of both financial planning education and experience and is available exclusively to CPAs.

Combine the CPA and PFS in a single professional and you have a planner from an exclusive group of highly trained financial specialists - someone that can be trusted with your personal financial planning needs.

 

Not All Financial Planners are Created Equal

Focused Education
College education in accounting; in-depth education in financial planning (estate, investment, income tax, retirement, risk management); and continuing professional education

Specialized Experience
Experience in key areas of financial planning and the ability to apply that expertise to a variety of clients and situations

Examination
Successful completion of the rigorous CPA Exam and the PFP Exam/Experience requirement, which covers comprehensive financial planning

Ethics
Compliance with State Board of Accountancy rules and regulations and the AICPA’s Code of Professional Conduct – plus uncompromising objectivity and integrity

Tax Know-How
Tax-planning experience ensures this critical component of financial planning is considered in every decision

Exclusivity
CPA/PFS professionals are part of a select group comprising only the best CPAs in the financial planning field – and thrive on consistently sharing best practices and learning about new developments