I have my first job that offers decent benefits, and I want to start saving for my future. How do I go about finding a financial professional to help me navigate savings, retirement, and tax issues?
Congratulations on thinking ahead to your financial future.
Financial advisors often have one or more of the following certifications: certified public account (CPA), personal financial specialist, certified financial planner, or chartered financial analyst. Begin your search for a financial professional by asking for recommendations from friends and family, or from professionals in similar, but separate fields. For instance, try asking a manager at your local bank or a lawyer who deals with tax or estate issues if he or she knows a good financial advisor.
If you are looking for a CPA in Pennsylvania, our CPA Locator
can help you. Outside Pennsylvania, visit the AICPA’s national PFS directory
Answered By: PICPA Team