Across the United States, many CPAs are offering their clients expanded financial services such as insurance, annuities, and investment management. It makes great sense, because CPAs already are trusted advisors to clients, with proven skills in financial planning and analysis.

For many CPAs, expanding financial services is a viable solution that helps clients while protecting and increasing revenues for their firms. That is why the American Institute of Certified Public Accountants (AICPA) has certified thousands of CPAs in the Personal Financial Specialist (PFS) designation.