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Your personal finances should not be trusted to anyone but the most educated, experienced, and ethical financial professional. Let us show you why the CPA/PFS may be the best financial planning advisor for you and where to locate a CPA/PFS in your area.
The Personal Financial Specialist (PFS) is the financial planning specialty accreditation held exclusively by Certified Public Accountants (CPAs) who are members of the American Institute of Certified Public Accountants (AICPA).
Find a CPA/PFS Near You
Ask the Money Doctor is an online resource for consumers to submit questions about personal finance matters to the Money Doctor experts, qualified AICPA members with PFS credentials who have volunteered to assist consumers with their personal financial questions.
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October 19 webinar recording on estate planning offered for clients now available! If you or your clients missed the free webinar on Oct. 19, hosted by top financial and estate planners from the AICPA PFP Section and the National Association of Estate Planners & Councils, the recording and materials are now available. This comprehensive two-hour presentation, led by Sid Kess, CPA, J.D., focuses on the basic, multidisciplinary elements of an estate plan, including elder law planning, financial planning, insurance, investments, retirement planning, wills and common mistakes and consequences of improper planning. Share this link with clients. Learn More>>
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