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Thank you for your interest in contacting a CPA/PFS. A CPA is added to our database after demonstrating experience in personal financial planning services and meeting other credential requirements established by the AICPA. Every three years, all CPA/PFS holders must meet recertification requirements to maintain their right to use the credential.

The inclusion of a member's name on this site indicates only that the member has satisfied the CPA/PFS credential and recertification requirements. The AICPA neither endorses the member's services nor suggests that the member is holding out to the public as providing financial planning or advisory services.

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