Paula Taylor CPA, PFS, CFP
- Education
- University of Central Florida, Bachelor of Science in Business Administration
- Major: Accounting
- Minor: Computer Science
- Graduated Summa Cum Laude
- Certifications
- Certified Public Accountant, 1983
- Certified Financial Planner, 1999
- Personal Financial Specialist, 2000
- Specializations
- Wealth Management
- Retirement Planning
- Business Planning Strategies
- Legacy and Estate Planning
- Risk Management
- Philanthropic Strategies
- Family/Marital Changes
- Managing Special Needs Trusts
- Education Planning
- Portfolio Management
- Retirement Plan Solutions
(One of the few professionals with all three certifications.)
Certified Public Accountant (CPA)
CPAs are licensed and regulated by their state boards of accountancy. Additionally, all American Institute of Certified Public Accountants (AICPA) members are required to follow a rigorous Code of Professional Conduct which requires that they act with integrity, objectivity, due care, competence, fully disclose any conflicts of interest (and obtain client consent if a conflict exists), maintain client confidentiality, disclose to the client any commission or referral fees, and serve the public interest when providing financial services.
Personal Financial Specialist (PFS)
The PFS credential demonstrates that an individual has met the minimum education, experience and testing required of a CPA in addition to a minimum level of expertise in personal financial planning. A PFS credential holder is required to adhere to AICPA’s Code of Professional Conduct and the Statement on Standards in Personal Financial Planning Services, when providing personal financial planning services4. The PFS credential is administered through the AICPA.
Certified Financial Planner (CFP)
The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board). A Certified Financial Planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning, and succession planning (for families and business owners).
A holder of these designations will operate as a fiduciary; a legal obligation of one party to act in the best interest of another.