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Why Choose a CPA/PFS?

All financial planners are not created equal. You need a trusted adviser to help sort through complex financial decisions and develop sound strategies for a sound financial future. The PFS credential was established for CPAs* who specialize in personal financial planning and is awarded exclusively to AICPA members who have demonstrated considerable experience and expertise in that area. As of today, the AICPA has granted over 4,000 CPA/PFS credentials. 

A CPA must meet certain requirements before becoming a CPA/PFS and meet recredentialing requirements every three years to maintain the certification.

You deserve the best advice when planning your financial future. A CPA financial planner must be able to assess your current financial situation, help you determine your financial goals and help you develop and monitor a plan to attain them. You need someone you can rely on to provide trusted, objective and competent advice—someone who has built a reputation on those very qualities.

A CPA/PFS combines a century of trusted advice with today's financial strategies to help you assess your current financial situation, define your financial needs and goals and develop and monitor a plan to meet your goals.

* CPA services are not offered through Cetera Financial Specialists.