Personal Financial Specialist - complex business financial planning; business, bankruptcy, estate and divorce litigation; estate planning; and tax preparation. Provided expertise to The Wall ...
The Times (Shreveport) on MSN1mon
In a world of specialists, you may need a generalistOr opt for a CPA who has specialized as a Personal Financial Specialist (PFS™). A financial generalist like this is trained to analyze your situation and offer a comprehensive overview of your ...
How to find a trusted retirement advisor: Factors to consider for peace of mind in your golden years
or a personal financial specialist (PFS). All three are board-certified professionals that have taken about a year of relevant coursework, passing a licensing exam and background check.
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