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Local CPA Earns Exclusive Personal Financial Specialist Credential as Financial Planning Expert

In Company News by Chip Hymiller

Erin Campbell, CPA/PFS, CFP®, a financial planning expert with the Raleigh-based Beacon Financial Strategies, has recently been awarded the Personal Financial Specialist (PFS) Credential by the American Institute of Certified Public Accountants (AICPA).

The PFS Credential, established in 1987 by the AICPA, is granted to qualified CPAs with considerable professional experience in financial planning. CPA/PFS credential holders are consistently ranked among the most qualified financial planners in the marketplace.

Erin Campbell met the requirements to earn the PFS credential, which include passing a rigorous technical exam covering personal financial planning topics, demonstrating more than 1,400 hours of business experience during the past five years as well as completing life-long learning and education activities. The PFS Credential is granted exclusively to CPAs who are members in good standing of the AICPA which binds them to the AICPA Code of Professional Conduct. CPAs who have earned the PFS Credential must be recertified every three years to maintain the credential.

“Given the nature of the requirements to earn the PFS credential, we are proud of Erin’s accomplishment” said Chip Hymiller, CFP®, a principal with Beacon Financial Strategies. “It is a true testament to her commitment and that of Beacon Financial Strategies to provide comprehensive and expert financial planning services to our clients.”

For more information on Beacon Financial Strategies, call 919-321-8625 or visit www.BeaconFinancialStrategies.com.

About the AICPA

The American Institute of Certified Public Accountants (www.aicpa.org) is the national, professional association of CPAs, with approximately 330,000 members, including CPAs in business and industry, public practice, government, and education. It sets ethical standards for the profession and U.S. Auditing standards for audits of private companies, federal, state and local governments, and non-profit organizations. It also develops and grades the Uniform CPA Examination. Headquartered in New York, the AICPA also maintains offices in Washington, DC, Durham, NC and Lewisville, TX.

About Beacon Financial Strategies

Beacon Financial Strategies is an independent, fee-only, financial planning firm that provides clients with a coordinated approach to financial planning, tax planning and investments. Beacon Financial Strategies’ team of professionals works with clients on a consultative and objective basis to help them achieve their personal financial goals. They specialize in the following areas of financial planning: retirement feasibility planning, investment management, estate planning and coordination, executive stock options, tax minimization strategies and other wealth management services.