Company Biography
The AICPA Personal Financial Planning (PFP) section is the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. The CPA/PFS credential program is available which allows CPAs to demonstrate competence and confidence in providing these services to their clients.
Join the PFP Section for a special conference price of $99. Valid during the conference only.
Contact Information
Name
Pamela Ladd
Address
220 Leigh Farm Road
Durham, NC 27707
Durham, NC 27707
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AICPA Personal Financial Planning Section
Team Members
Dan Snyder, CPA/PFS
AICPA
Director
Pam Ladd, CPA/PFS
AICPA
Senior Manager
Shay Benton, CPA
AICPA
Senior Manager
Maritza Cora
AICPA
Manager