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CPA PFS

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• Jay B. Goldberg Earns Credential of Personal Financial Specialist (PFS)

  By Stacy Hagan on August 21, 2008 - Jay Goldberg, a Partner in the accounting firm of Lazar Levine & Felix LLP recently earned the credential of Personal Financial Specialist (PFS). ... [+]

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  cpa       CPA PFS       Felix       Goldberg       Jay       Lazar       Levine       partner       Personal Financial Specialist       PFS

• John P. Napolitano’s Book on Success as a Financial Planner Available for Pre-order at Amazon.com

  By Michelle McGrath on October 10, 2007 - Braintree, MA Issue October 10, 2007...John P. Napolitano, CFP®, CPA, PFS, MST, CEO of U.S. Wealth Management, ... [+]

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  amazon       book       financial planner       guide       Idiot       Napolitano       U.S. Wealth       US Wealth

• John P. Napolitano Founder of The Paragon Advisor ™ Coaching Program To Speak at Reuters

  By Michelle McGrath on March 26, 2008 - John P. Napolitano, CFP®, CPA, PFS, MST, CEO of U.S. Wealth Management, has been invited by Reuters as a panel speaker. The event is to be held at The New York... [+]

  Athletic Club on Wednesday, April 9. Read more
  finance       new york       Reuters       speaker       wealth

• Quest Brings Aboard New Advisor - Stanganelli to Lead Expansion of Planning Team

  By Bob Dubee, CFP ®, CPA/PFS on August 19, 2009 - Steve Stanganelli, CFP ®, CRPC ®, a Five-Star Rated advisor, has moved his financial planning and investment management practice to Quest Financial Services, a... [+]

  fee-only Registered Investment Advisor Read more
  CFP       Fee-Only       financial planning       investment management       ira       registered investment advisor       RIA

• Damon, Topham & Company of Marshfield Appoints Anthony (Tony) Anchukaitis, CPA, CFP, PFS as...

  By on January 25, 2011 - Damon, Topham & Company, LLC of Marshfield, a full service multi-disciplined firm of Certified Public Accounts, providing accounting,auditing, taxation, business... [+]

  development and financial services, Read more
  accounting

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