Broker Check

CPA/PFS

Financial Planning Resources

 

Sharing your life plans and dreams with a financial adviser requires an enormous amount of trust. There’s so much to consider.

 ·        You need to know they’re credible and objective while acting in your best interest.

 ·        You want to ensure they have the required qualifications such as education, experience, reputation, financial planning expertise

·        You want to know how they’re compensated (fees, commissions, etc.).

 If you’re like most people, this can be a daunting decision.

 Here’s a simple way to make it easier: Look for the letters “CPA/PFS” (Personal Financial Specialist) after the name of anyone you’re considering.

 

CPAs are protectors of the public

Licensed CPAs are subject to regulation by their respective state boards of accountancy and strict professional ethics rules adopted by the boards to protect the public against fraud, incompetence and conflicts of interest.

In addition, members of the American Institute of CPAs have to adhere to the AICPA Code of Professional Conduct, which sets forth certain standards of professional conduct.

The Statement on Standards in Personal Financial Planning Services establishes guidance for AICPA members who provide personal financial planning services. 

What a CPA/PFS Can Do for You

Learn more

Who is a CPA Personal Financial Specialist (CPA/PFS)?

Learn more