Click here to email us or fill out the form below to contact us. We look forward to hearing from you.
The PFS Credential, established in 1987 by the AICPA, is granted to qualified CPAs with considerable professional experience in financial planning. Currently, several thousand CPAs hold the PFS Credential nationwide. CPA/PFS Credential holders are ranked among the most qualified financial planners in the marketplace, and many are listed as top financial planners in Worth’s annual ranking.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.