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Designations / CPA financial planners

CPA financial planners in Pennsylvania

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

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53 advisors

Cetera Investment Advisers
41yrs
James 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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JFS Wealth Advisors
39yrs
Robert Jazwinski
Financial advisor
1479 N. Hermitage Rd.
Hermitage, PA 16148
Top advisor by experience at JFS Wealth Advisors
CFP®CPA/PFS
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Cetera Investment Advisers
39yrs
Samuel Carpenter
Financial advisor
237 Johns Street Suite 3
Johnstown, PA 15901
Top 5% by experience nationwide
CFP®CPA/PFS
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Cetera Investment Advisers
39yrs
Scott Holstein
Financial advisor
Yardley, PA
Top 5% by experience nationwide
CFP®CPA/PFSFiduciary
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Atlas Private Wealth Advisors
38yrs
Paul Carpenter
Financial advisor
400 Luray Avenue #100
Johnstown, PA 15904
Top advisor by experience at Atlas Private Wealth Advisors
CPA/PFS
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Cetera Investment Advisers
35yrs
Michael Amato
Financial advisor
130 Buck Road Suite 101
Holland, PA 18966
Top 8% by experience nationwide
CFP®CPA/PFS
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Dinuzzo Private Wealth
34yrs
Patrick Dinuzzo
Financial advisor
1501 3rd St.
Beaver, PA 15009
Top 10% by experience nationwide
CPA/PFSFiduciary
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Mariner
33yrs
James Karchner
Financial advisor
1374 Martin St. Suite. 200
State College, PA 16803
Top 6% by experience at Mariner
CFP®CPA/PFS
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Principal Securities
31yrs
Jeffrey Pelesh
Financial advisor
938 Lincoln Ave Suite 201
Springfield, PA 19064
Top 13% by experience at Principal Securities
CPA/PFS
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Cetera Investment Advisers
30yrs
Steven Douglas
Financial advisor
535 North Church Street Suite 113
West Chester, PA 19380
Top 17% by experience nationwide
CPA/PFSFiduciary
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Cetera Investment Advisers
30yrs
George Boyle
Financial advisor
85 South Main Street Suite 202
Yardley, PA 19067
Top 17% by experience nationwide
CPA/PFSFiduciary
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Commonwealth Financial Network
29yrs
Richard Zajac
Financial advisor
740 Springdale Drive Suite 204
Exton, PA 19341
Top 17% by experience nationwide
CFP®CPA/PFS
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Magnolia Private Wealth
29yrs
Chris Roe
Financial advisor
1845 Walnut Street Suite 1601
Philadelphia, PA 19103
Top 13% by experience in Philadelphia
CPA/PFSFiduciary
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JFS Wealth Advisors
29yrs
Thomas Foglia
Financial advisor
790 Penllyn Blue Bell Pike Suite 304
Blue Bell, PA 19422
Top 15% by experience at JFS Wealth Advisors
CPA/PFSFiduciary
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Three Cord True Wealth Management
28yrs
Tod Arbutina
Financial advisor
535 Third Street
Beaver, PA 15009
Top advisor by experience at Three Cord True Wealth Management
CFP®CPA/PFSFiduciary
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Cetera Investment Advisers
28yrs
Joseph Ochotny
Financial advisor
1816 West Point Pike Suite 122
Lansdale, PA 19446
Top 20% by experience nationwide
CPA/PFSFiduciary
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Cetera Investment Advisers
28yrs
Louis Derito
Financial advisor
1039 Mill Creek Dr.
Feasterville, PA 19053
Top 21% by experience nationwide
CPA/PFSFiduciary
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Cetera Investment Advisers
28yrs
Clyde McKay
Financial advisor
1039 Mill Creek Dr.
Feasterville, PA 19053
Top 21% by experience nationwide
CPA/PFSFiduciary
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Cetera Investment Advisers
28yrs
Douglas King
Financial advisor
130 East Main Street
Dallastown, PA 17313
Top 21% by experience nationwide
CPA/PFS
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Osaic Wealth
28yrs
Bradley Mentzer
Financial advisor
325 S Hanover Street
Carlisle, PA 17013
Top 18% by experience in Carlisle
CPA/PFSFiduciary
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LPL Financial
27yrs
Paul Rudoy
Financial advisor
7 Parkway Center Suite 1000 875 Greentree Road
Pittsburgh, PA 15220
Top 22% by experience nationwide
CPA/PFS
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Mighty Oak Strong America Investment
27yrs
Donald Demuth
Financial advisor
940 Century Drive Suite B
Mechanicsburg, PA 17055
Top 23% by experience in Mechanicsburg
CFACPA/PFS
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Cetera Investment Advisers
27yrs
Bernard Fagnani
Financial advisor
102 Spartan Drive
Throop, PA 18512
Top 23% by experience nationwide
CPA/PFS
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Omicron Advisors
27yrs
Ross Burnam
Financial advisor
300 Granite Run Drive Suite 120
Lancaster, PA 17601
Top 23% by experience nationwide
CFP®CPA/PFSFiduciary
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