Licenses
Certified Public Accountant
CERTIFIED FINANCIAL PLANNER™
Personal Financial Specialist (PFS™)
Registered Investment Advisor Firm
Investment Advisor Broker Check
Form ADV Part 2 Brochure
Personal Financial Specialist (PFS™)
CPAs who earn the AICPA's Personal Financial Specialist (PFS™) credential badge specialize in financial planning with individuals, families, and business owners, through all the ins and outs of life. Badge holders advise and assist clients in planning the areas of their lives, such as taxes, investments, estates, retirement, and insurance. Credential holders commit to continued development in these areas as well as charitable, elder, college/education, and employee benefit planning.
Memberships
Annette is a member of the AICPA, American Institute of Certified Public Accountants, the leading worldwide CPA organization, promoting ethical standards of CPAs while advocating for legislation and public interest groups.
Annette is also a member of CalCPA, the California State CPA Society, promoting the profession with integrity.
Annette is also a member of NAPFA, The National Association of Personal Financial Advisors, the leading fee only, fiduciary professional organization dedicated to promoting the fiduciary standard.
