Strategic Alliances
Certifications
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
- Certified Financial Planner (CFP)
- Chartered Global Management Accountant (CGMA)
Associations
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
- National Association of Personal Financial Advisors (NAPFA)
AICPA “Money Doctor”
- Money doctors answer questions from individuals regarding financial planning issues: 360financialliteracy.org/Ask-the-Money-Doctor
Lehigh Valley PICPA
- Chair of the Continuing Education and Personal Financial Planning Committees