These include the CFP (certified financial planner), the PFS (personal financial specialist) and the CFA (chartered financial analyst). Planners with these designations at least have a proven ...

These include the CFP (certified financial planner), the PFS (personal financial specialist) and the CFA (chartered financial analyst). Planners with these designations at least have a proven ...

Should you get a financial specialist to help with your divorce ... taxes, retirement, personal finance and more - straight to your e-mail. Profit and prosper with the best of expert advice ...

Or 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 ...

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.

Description Certified Financial Specialists in Personal Financial Management are available for group or individual counseling sessions. Our counselors are here to help you with any financial ...

Dold & Associates LLP with professional credentials including Certified Public Accountant and Personal Financial Specialist.\nUnderstanding the importance of setting goals, Sheryl works closely ...

Learn actionable tips for personal financial planning. Most wealth managers pride themselves on deep personal relationships with clients and their family’s. As the stock market climbs a ...

The personal financial specialist designation is given by the American Institute of Certified Public Accountants. It demonstrates tax and financial planning expertise. To become a PFS, one must ...

But they are still regarded as investment management specialists ... are also fee-only fiduciary financial advisors.

Some financial advisors have in-house tax specialists, but at other times ... relationships with their CPA that can be just as personal as their relationship with a financial advisor.