Certified Financial Planner™ (CFP)
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Certified Public Accountant - Virginia |
Certified Public Accountant (CPA)
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Registered Investment Advisor |
Personal Financial Specialist (PFS) |
Representative - Virginia |
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Charles received his Bachelors Degree in Accounting from Virginia Tech and his Masters Degree in Business from Radford University. |
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In addition to his business activities, Charles also was an Instructor for the Virginia Society of CPA's ethics course given to other CPA's and was an adjunct faculty member of the Community College Workforce Alliance. |
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The following describe the certfications and licenses: |
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Certified Financial Planner™: |
Certified Public Accountant:
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The CERTIFIED FINANCIAL PLANNER™ is a financial planning credential awarded by the Certified Financial Planner Board of Standards Inc. (CFP Board) to individuals who meet education, examination, experience and ethics requirements.
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The CPA designation is awarded by the American Institute of Certified Public Accountants (AICPA) to accountants who pass the AICPA's Uniform CPA Examination and satisfy the work experience and statutory and licensing requirements of the state(s) in which they practice. |
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Personal Financial Specialist: |
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A Certified Public Accountant who also offers financial planning services. Personal Financial Specialists must complete an exam, have at least three years of financial planning experience, and submit recommendations before certification. The PFS credential is a financial planning designation awarded by the American Institute of Certified Public Accountants (AICPA).
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