I just wanted to share some great news!
I’ve just been named to a 13 member national task force to write the Personal Financial Specialist (PFS) Exam for the American Institute of CPA’s!
This will allow me to be actively involved in the PFS Exam process and work with other CPA PFS professionals on a nationwide basis. Very exciting stuff!!
The PFS credential is one of only a few specialties that a CPA can hold. A CPA PFS specializes in providing a variety of personal financial services to clients including estate planning, retirement planning, investment monitoring, tax advice and insurance analysis to name a few.
If you have any questions related to the PFS credential or the services they provide please contact me at:
Reg Baker, CPA PFS
Ph: (702) 360-2823
Web: http://www.regbaker.com/
Email: reg@regbaker.com
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