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Personal Financial Planning Executive Committee 2008-2009

The Personal Financial Planning Executive Committee supports the AICPA by providing its members with information, advocacy, and leadership to enable them to perform valuable personal financial planning services in the highest professional manner. It strives to gain recognition by the public as the premier providers of personal financial planning services. The committee also assists in developing public statements made by AICPA in the area of personal financial planning. It determines Institute technical policies regarding PFP and serves as the Institute's official voice on those matters.

Name/E-mail

Name/E-mail

Richard J. Fohn

Chair

Moss Adams LLP

WA 

Ellen, Bruno

Riverdale Consulting

MA

Robert F. Fay

Robert F. Fay

OH

Elizabeth Flores

Oversight Group

CA

Michael Eric Goodman

Wealthstream Advisors

NY

Charles Kowal

Ernst & Young LLP

GA

Brent Scott Lipschultz

Eisner LLP

NY

Jerry Lynn Love

Davis, Kinard & Co., P.C.

TX

Clark Blackman, II    

Alpha Wealth Strategies, LLC

TX

Dirk Edwards            

Edwards Consulting, LLC

OR

Randy A. Ryan

The Mason Companies

MD

Brittney B. Saks

PricewaterhouseCoopers LLP

IL

Scott K. Sprinkle

Sprinkle & Associates, LLC

CO

Karen Goodfriend

KK Wealth Advisors, LLC

CA

Jeannette Team

AICPA, Staff Liaison

Durham, NC

Andrea Millar

AICPA, Staff Liaison

Durham, NC

Click here to view the mission of the Personal Financial Specialist Credential Committee.

 

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Copyright © 2006 by the American Institute of Certified Public Accountants, Inc., New York, New York.