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Designations

CPA financial planners

CPAs with the Personal Financial Specialist credential combine tax expertise with financial planning.

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1,581 advisors

Inspired Financial Planners
43yrs
Germaine G Weldon
Financial advisor
Hendersonville, NC
Top 1% by experience in North Carolina
CFP®CPA/PFSFiduciary
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LPL Financial
43yrs
Harry Martin Kitter
Financial advisor
25500 Hawthorne Blvd Suite 2120
Torrance, CA 90505
Top 1% by experience in Torrance
CPA/PFSFiduciary
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Fulbright Financial Consulting, PA
42yrs
Edward Dana Fulbright
Financial advisor
Kitt Creek Office Park 5302 NC Highway 55 Suite 104
Durham, NC 27713
Top 1% by experience in Durham
CPA/PFS
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JMG Financial Group
42yrs
Kirk Robert Hackbarth
Financial advisor
N19w24400 Riverwood Drive, Suite 250
Pewaukee, WI 53188
Top advisor by experience at JMG Financial Group
CFP®CPA/PFS
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Mariner
42yrs
Michael George O'Neill
Financial advisor
5700 W. 112th Street Suite 500
Overland Park, KS 66211
Top 1% by experience at Mariner
CPA/PFSChFCFiduciary
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Precedent Wealth Partners
42yrs
Joseph Harold Williams
Financial advisor
1800 West Loop South Suite 1400
Houston, TX 77027
Top 2% by experience in Texas
CFP®CPA/PFS
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Creative Planning
42yrs
Michael Nash Zabalaoui
Financial advisor
5454 W. 110th Street
Overland Park, KS 66211
Top 1% by experience at Creative Planning
CFP®CPA/PFS
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Independent Financial Group
42yrs
Peter Douglas Prescott
Financial advisor
31601 Avenida LOS Cerritos Suite 200
San Juan Capistrano, CA 92675
Top 2% by experience in California
CPA/PFSFiduciary
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Cozad Asset Management
42yrs
Mary Frances McGrath
Financial advisor
2501 Galen Drive
Champaign, IL 61821
Top 2% by experience in Illinois
CFP®CPA/PFS
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ON Investment Management
41yrs
Scott Darrel Bye
Financial advisor
3212 20th S
Fargo, ND 58104
Top 2% by experience in Fargo
CPA/PFSFiduciary
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Cetera Investment Advisers
41yrs
James Joseph Gibson
Financial advisor
301 Oxford Valley Rd Suite 1202a
Yardley, PA 19067
Top 3% by experience at Cetera Investment Advisers
CPA/PFS
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Russo Investment Management
41yrs
Bruce Edward Russo
Financial advisor
Cincinnati, OH
Top 3% by experience in Cincinnati
CPA/PFSFiduciary
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Cetera Investment Advisers
41yrs
Joyce Ann Wallace
Financial advisor
10008 Colesville Road Suite B
Silver Spring, MD 20901
Top 3% by experience in Maryland
CPA/PFSFiduciary
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Brophy Wealth Management
40yrs
Stephen Albert Brophy
Financial advisor
40 South River Road Bedford Place Unit 15
Bedford, NH 03110
Top 3% by experience in New Hampshire
CFP®CPA/PFSChFC
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Cerity Partners
40yrs
Lauren N. Desforge
Financial advisor
53 State Street 39th Floor
Boston, MA 02109
Top 1% by experience at Cerity Partners
CFP®CPA/PFS
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Round Rock Advisors
40yrs
Robert Alan Weinstein
Financial advisor
600 Mamaroneck Ave Suite 400
Harrison, NY 10528
Top 4% by experience in New York
CFP®CPA/PFS
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Retirement Investment Advisors
40yrs
Randy Loyn Thurman
Financial advisor
2925 United Founders Blvd.
Oklahoma City, OK 73112
Top advisor by experience at Retirement Investment Advisors
CFP®CPA/PFS
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Veach Family Financial
40yrs
Clifford Ray Veach Jr
Financial advisor
8412 Counts Massie Road
North Little Rock, AR 72113
Top 4% by experience nationwide
CPA/PFS
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Beacon Pointe Advisors
40yrs
Michael Doyle Joslin
Financial advisor
11431 Willows Road NE Suite 120
Redmond, WA 98052
Top 3% by experience in Redmond
CPA/PFSFiduciary
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