Search

X

Savant Advisor Earns Personal Financial Specialist Designation

June 29, 2011

Rockford, IL (June 29, 2011) – Savant Capital Management, a nationally recognized fee-only wealth management firm headquartered in Rockford, is pleased to announce that Senior Financial Planner Tawn Jacobs recently earned 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. Currently, several thousand CPAs hold the PFS Credential nationwide. CPA/PFS Credential holders are ranked among the most qualified financial planners in the marketplace, and many are listed as top financial planners in Worth’s annual ranking.

Jacobs met the requirements to earn the PFS Credential, which include passing a comprehensive 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 lifelong 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 their credential.

Jacobs is a senior financial planner and Director of the Financial Planning Department within Savant. She serves both individuals and businesses, advising them on a broad range of financial planning, investment, and tax matters. Jacobs joined Savant in 2004 and has 22 years of experience in the accounting and financial services industries and also extensive experience consulting on tax issues and tax planning. She holds a BS in Accounting from Northern Illinois University and a Master of Science in Taxation (MST) from DePaul University. Tawn is also a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®).

About the AICPA
The American Institute of Certified Public Accountants (www.aicpa.org) is the national, professional association of CPAs, with approximately 350,000 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; Lewisville, TX and Ewing, NJ.

https://www.savantcapital.com

Related Files

Send an email to LaVonne Brown

This is required
This is required Email must be valid
This is required

* indicates a required field

Submit