A CPA Financial Planner is a trusted advisor who...

  • Operates at the highest professional level when delivering PFP services to clients, acting in the clients' best interest.
  • Adheres to high standards as required by the Code of Professional Conduct and the Statement on Standards in PFP Services through application of objectivity, integrity, due care and competence required of CPAs.
  • Is regulated by the state boards of accountancy.
  • Integrates advanced planning concepts, including tax and business considerations, with the entire financial plan.

From the AICPA

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