Personal financial planning committee.

• Position: Committee Corner

CalCPAs Personal Financial Planning Committee builds awareness to CalCPA members and the public about the value of CPAs as financial planners. Through mentorship and decades of experience, the committee helps CPA firms who have an interest in expanding their services into financial planning and wealth management. The committee is nationally influential in setting a higher standard in the financial advisory arena, including supporting the AICPAs enactment of PFP Practice Standards that go into effect July 1. The majority of committee members have the AICPA's Personal Financial Specialists Credential.

Our committee has three active subcommittees: Professional Growth, Practice Management and Communications. These subcommittees play a...