Success Diaries with Teresa Aker: Chris Picciurro: Personal Financial Specialist (PFS)

Chris Picciurro:
Teaching Tax Flow
Christopher J. Picciurro, CPA, MBA, PFS, ARA
Executive Officer & Co-Founder, Integrated Financial Group
Co-Host of the Teaching Tax Flow & Mr R Show podcasts
www.chrispicciurro.com
Personal Financial Specialist (PFS) is the financial planning accreditation held exclusively by certified public accountants (CPAs) who are members of the American Institute of Certified Public Accountants (AICPA). By combining their education and experience as a CPA with financial planning knowledge and training, Personal Financial Specialists have broadened their expertise and are eminently qualified to assess your current financial situation, help you define your financial needs and goals, and work with you to develop and monitor a plan to meet your goals.
Accredited Retirement Advisor (ARA) is a credential that recognizes professionals who have a thorough knowledge of: preparing their clients for retirement, the essentials of estate and trust planning; and financial planning for mature-aged clients.
www.chrispicci...