Question:
What is the best avenue in seeking a Certified Public Accountant who also will serve as a financial advisor (planning and counseling). I need one who is in Atlanta, holds his/her CPA, patient with me as I do ask a lot of questions, but i have to understand, and sometimes it takes me longer to understand "things" because I am not a financial wizard. My husband and I do make a tremendous income (we are fortunate), and we DO not have any debt outside our mortgage and one car payment, and we are currently aggressively paying down our mortgage, and since my first payment, we have made additional payments each month where we will actually pay our car off in one year, and with it only 1% interest, we are not focused on it too much right now). I share this b/c it seems that if I call my insurance agent, current broker, and/or anyone else we have money invested, I get on their nerves (seems like they don't want to hear from me, but lovemy "auto" renewals). Help. I need direct guidance.
Answer:
Check with the AICPA and search for a CPA that holds their PFS desingnation (Personal Financial Specialist).
There are several in Atlanta.
http://www.aaicpa.com/
best way to do that is to get in touch with your state society of CPA's (check local listing) and ask for a list of CPA's who specializes in financial and tax planning (very critical) for well to do individuals such as yourselves. you may also ask if they have also additional accreditation such as certified financial planners (cfp) or certified financial specialist (cfs). they will help you in the short and long run.
More Related Questions & Answers...
How do i approach my financial aid advisor, to see if she is interested?
Is Metlife a good company to work as a financial advisor?
What careers/jobs are best for a financial advisor that wants to transition out of financial sales?
Do I need to register with the state as a personal financial advisor?
Does anyone know what an Ameriprise financial advisor do? Is it in an office enviroment? Call center?
What's the salary range for an entry level financial advisor in NYC?
What are some careers in the financial field other than an analyst or financial advisor? how much do they pay
What is the format of a business plan for financial advisors?
Ineed a financial advisor?
Is it worth having a Financial Advisor?