PFS - Personal Financial Specialist

Personal Financial Specialist (PFS) is a CPA with the the powerful combination of extensive tax expertise and comprehensive knowledge of financial planning. This knowledge is critical to obtaining the most valuable, objective advice possible. All areas of personal financial planning including estate, retirement, investments and insurance have tax implications, and the PFS professional has the ethics, education and experience to get the job done right.
 
 

D3 Team Member with the PFS Designation

Donald Duncan

CFA®, CFP®, CPA/PFS, CSEP®, MBA