Financial Planning Licenses and Memberships
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, which is recognized alongside the Certified Financial Planner designation, specialize in financial planning for individuals, families, and business owners through all the ins and outs of life. These Certified Public Accountants advise and assist clients in managing various aspects of their financial lives, including taxes, investments, estates, retirement, and insurance. Credential holders commit to continued development in these areas, as well as in charitable, elder, college/education, and employee benefit planning, often collaborating with Registered Investment Advisors to provide comprehensive solutions.
Memberships
Annette is a member of the AICPA, the American Institute of Certified Public Accountants, which is the leading worldwide organization for Certified Public Accountants. This organization promotes ethical standards for CPAs and supports legislation and public interest groups, while also recognizing the importance of roles like Certified Financial Planners and Registered Investment Advisors in the financial industry.
Annette is also a member of CalCPA, the California State CPA Society, promoting the profession with integrity as a Certified Public Accountant and a Registered Investment Advisor, while also holding the designation of a Certified Financial Planner.
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. As a Certified Financial Planner and Registered Investment Advisor, she upholds the highest standards of financial advice, complementing her expertise with insights from her experience as a Certified Public Accountant.
