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Designations / CPA financial planners

CPA financial planners in Massachusetts

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

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42 advisors

Cerity Partners
40yrs
Lauren 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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Cetera Investment Advisers
33yrs
Richard LaCava
Financial advisor
124-C Main Street
Carver, MA 02330
Top 12% by experience nationwide
CPA/PFSFiduciary
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Goodman Asset Management
33yrs
Carl Goodman
Financial advisor
50 Carter Drive
Framingham, MA 01701
Top 10% by experience in Framingham
CPA/PFSFiduciaryFee-only firm
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Cetera Investment Advisers
31yrs
Donald Giguere
Financial advisor
200 N Main St Suite 12
East Longmeadow, MA 01028
Top 15% by experience nationwide
CPA/PFSFiduciary
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Cetera Investment Advisers
31yrs
Alan Hartstone
Financial advisor
51 Summersea Rd.
Mashpee, MA 02649
Top 15% by experience nationwide
CPA/PFSFiduciary
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CW Advisors
30yrs
Robert Len
Financial advisor
155 Seaport Blvd 3rd Floor
Boston, MA 02210
Top 16% by experience in Boston
CPA/PFSFiduciary
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Eversource Wealth Advisors
30yrs
Glenn Frank
Financial advisor
1500 District Avenue
Burlington, MA 01803
Top 11% by experience at Eversource Wealth Advisors
CPA/PFS
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Cetera Investment Advisers
30yrs
Nicholas Vantine
Financial advisor
Hyannis, MA
Top 17% by experience nationwide
CPA/PFSFiduciary
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Cpasset Management
30yrs
Peter Berenson
Financial advisor
Newton, MA
Top 17% by experience nationwide
CPA/PFSFiduciaryFee-only firm
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Cetera Investment Advisers
30yrs
Thomas McKinnon
Financial advisor
175 Derby Street Suite 40
Hingham, MA 02043
Top 17% by experience nationwide
CPA/PFS
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Cetera Investment Advisers
30yrs
Timothy Maclellan
Financial advisor
175 Derby Street Suite 40
Hingham, MA 02043
Top 17% by experience nationwide
CPA/PFS
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Allworth Financial
29yrs
Joseph Sachetta
Financial advisor
600 Market Street Suite 684
Lynnfield, MA 01940
Top 19% by experience nationwide
CFP®CPA/PFS
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Polaris Investment Advisors
28yrs
Michael Gore
Financial advisor
615 Concord Street Suite 5
Framingham, MA 01702
Top 21% by experience nationwide
CPA/PFSFiduciary
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Integrated Wealth Concepts
28yrs
Mark McGaunn
Financial advisor
75 Second Avenue Suite 425
Needham Heights, MA 02494
Top 21% by experience at Integrated Wealth Concepts
CFP®CPA/PFSFiduciary
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FG&g Financial Services
27yrs
Stephen Farrar
Financial advisor
153 Andover Street Unit 108a
Danvers, MA 01923
Top 22% by experience nationwide
CFP®CPA/PFSFee-only firm
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Kestra Advisory Services
27yrs
John Liptak
Financial advisor
37 Broad Street Suite. 2
Westfield, MA 01085
Top 23% by experience nationwide
CPA/PFSFiduciary
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Apella Wealth
27yrs
Edward Richter
Financial advisor
5 Walker Street
Lenox, MA 01240
Top 18% by experience at Apella Wealth
CPA/PFSFiduciary
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RWA Wealth Partners
26yrs
David Fontaine
Financial advisor
Prudential Tower 800 Boylston Street
Boston, MA 02199
Top 18% by experience at RWA Wealth Partners
CPA/PFSFiduciary
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Focus Partners Wealth
26yrs
Susan Miller
Financial advisor
180 Linden Street Suite 8a
Wellesley, MA 02482
Top 18% by experience at Focus Partners Wealth
CFP®CPA/PFSFiduciary
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Financial Transparency
26yrs
Daniel Doherty
Financial advisor
8 Essex Center Drive
Peabody, MA 01960
More experience than 74% of advisors nationwide
CPA/PFSFiduciary
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LPL Financial
26yrs
Gregory Hart
Financial advisor
200 Lowder Brook Dr Suite 2100
Westwood, MA 02090
More experience than 74% of advisors nationwide
CFP®CPA/PFSFiduciary
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Excalibur Management
26yrs
Kimberly Leggett
Financial advisor
Bay Colony Corporate Center 950 Winter Street North, Suite 4100
Waltham, MA 02451
More experience than 73% of advisors in Waltham
CPA/PFSFiduciary
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New England Private Wealth Advisors
25yrs
Ira Rapaport
Financial advisor
36 Washington Street, Suite 280
Wellesley, MA 02481
Top 17% by experience at New England Private Wealth Advisors
CFP®CPA/PFS
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Commonwealth Financial Network
24yrs
Michael Alexander
Financial advisor
275 Wyman Street, Suite. 400
Waltham, MA 02451
More experience than 69% of advisors in Waltham
CPA/PFSFiduciary
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