The American Institute of CPAs has honored seven professionals under the age of 40 with the Personal Financial Planning (PFP) Standing Ovation for their contributions to personal financial planning. These CPA financial planners were honored at the AICPA’s Advanced Personal Financial Planning (PFP) Conference in Las Vegas, part of AICPA ENGAGE.
“The AICPA is pleased to recognize each of these honorees. They’ve made impressive strides in their careers at a young age and are poised to continue the long tradition of CPAs helping clients achieve their life goals through effective financial planning,” said Andrea Millar, CPA/PFS, Association of International Certified Professional Accountants Director of Personal Financial Planning. “Their achievements underscore the impact CPAs are able to make in both their communities and the profession at an early age.”
Examples of the contributions this group of CPAs has made to the profession include bringing their firms into the future by implementing new technology, volunteering their financial planning services both nationally and in their local communities, fundraising over one million dollars for charity and mentoring fellow CPAs and young accounting students via public speaking, online tutorials and in-person partner programs.
Personal financial planning is a growing field which affords CPA financial planners a wealth of opportunity. An estimated 10,000 baby boomers will turn 65 each day over the next decade. As a result, employment of personal financial planners is projected to grow 15 percent from 2016 to 2026, much faster than the average for all occupations according to the Bureau of Labor Statistics. Trillions of dollars will be transferred from one generation to the next in the coming decades. As this wealth changes hands, Americans will need help with their financial plans to make sure they keep more in their pocket.
Recipients of the fourth annual Standing Ovation recognition in personal financial planning are noted on the PFP Section website and acknowledged during a general session at the Advanced PFP Conference. In addition to personal financial planning, the AICPA’s Standing Ovation program recognizes young CPAs who exhibit exemplary professional achievement in business valuation and forensic accounting, and information management and technology assurance.
Beyond making a notable contribution to the profession, nomination requirements for the Standing Ovation program in the personal financial planning area include maintaining an active CPA license, being an AICPA member in good standing and holding the Personal Financial Specialist (PFS) credential. Nominees must also be 40 years old or younger.
The 2019 PFP Standing Ovation recipients are listed below in alphabetical order:
- Rod Dooley, CPA/PFS, Dooley and Company, LLC, Lexington, SC
- James Eaton, CPA/PFS, SC&H Group, Sparks, MD
- Lindsay Glassman, CPA/PFS, Landmark Wealth Management, Amherst, NY
- Sebrina Ivey, CPA/PFS, GHP Investment Advisors, Inc., Denver, CO
- Kristopher Miller, CPA/PFS, Lexington Financial Life Management, LLC, Culleoka, TN
- Zach Thies, CPA/PFS, Creative Planning, Overland Park, KS
- Geoffrey Tran, CPA/PFS, Tolleson Wealth Management, Dallas, TX
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Tags: Accounting, Technology
