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The PFS Designation

PFS, or Personal Financial Specialist, is the financial planning specialty credential issued by the American Institute of Certified Public Accountants (AICPA) exclusively to qualified CPAs with proven expertise and experience in comprehensive personal financial planning.

Why Hire A PFS

A PFS is granted exclusively to CPAs who are members in good standing of the AICPA. As a PFS Credential holder, demonstrates a comprehensive knowledge of the core areas of financial planning. A PFS meets stringent requirements in work experience, education and training.

We Are A PFS/CPA Firm

Palma Financial Services, Inc. adheres to the AICPA's strict code of professional conduct and ethics. Our clients save money while planning for the future because of our high standards.

Miguel Palma is a thorough financial expert with decades of experience in working for businesses, business owners, and individuals. His tax work and college planning advisory services are excellent, and he delivers his services professionally and with integrity. Highly recommend!

Edward Blume

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