A CPA Personal Financial Specialist (CPA/PFS) must adhere to the most rigorous professional standards and ethics, which means they will take the time to first UNDERSTAND your interests so they can truly PUT YOU FIRST.

Having "CPA/PFS" after their name proves they have earned a level of distinction few financial planners can match.

In addition they will:

·        apply their training, experience, testing and education as CPAs to your financial situation, distinguished from other financial planners;

·        demonstrate expertise and continued learning in the specialized topic of personal financial planning; and

·        coordinate all facets of your financial planning with discussion on the full impact of your tax situation and your financial plan.