Marcus Dillon, the founder of Dillon CPAs, PLLC has been awarded the Personal Financial Specialist (PFS) credential by the American Institute of Certified Public Accountants, joining an elite group of professionals who have demonstrated advanced knowledge of tax, estate, retirement, investment and insurance planning.
The PFS credential, established in 1987 by the AICPA, is awarded only to CPAs with extensive training and experience in financial planning. To earn the credential, CPAs must have at least 75 hours of personal financial planning education and 3,000 hours of planning experience within the previous five-year period. They also must pass a comprehensive exam covering eleven topic areas and be a member in good standing with the AICPA, binding them to the AICPA Code of Professional Conduct and the Statement on Standards in Personal Financial Planning Services.
Marcus believes that the CPA/PFS credential demonstrates his commitment to provide comprehensive financial strategies that put client needs and interests first. Marcus and the rest of the employees at Dillon CPAs focus on specialized accounting, tax, and financial planning services that allow clients to successfully navigate their individual and business situations. Please join us in congratulating Marcus on this achievement!
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