Why Hire a PFS?

What is PFS?

PFS, or Personal Financial Specialist, is the financial planning specialty credential issued by the American Institute of Certified Public Accountants (AICPA) exclusively to qualified CPA’s with proven expertise and experience in personal financial planning.  The AICPA is the premier professional association for CPAs in the U.S. and has more than 350,000 members.  You must be a CPA member in good standing of the AICPA before obtaining the PFS Credential.

Why is PFS a preferred choice among financial planning credentials?

A PFS Credential holder demonstrates a comprehensive knowledge of the core areas of financial planning; meets stringent requirements with professional work experience, education and training; and passed an examination that tests financial planning knowledge.  When you choose a CPA/PFS for your financial planning needs, you gain the advantage of expertise in related areas such as tax, accounting and business management.  This ensures that your needs are more fully met through an integrated, holistic approach.

Are there other reasons I should hire a CPA who holds a PFS Credential?

Studies by independent groups have repeatedly shown that CPAs are among the most trusted advisers to the public.  As such, CPAs have built a reputation as a profession that provides competent, ethical and trustworthy advice.  As a client, you can count on objective financial planning advice that will always meet your best interests.