Congratulation to Linkenheimer Partner Carli Ortiz for being honored as 1 of 16 CPAs under 40 for their contributions to personal financial planning. See the ACIPA press release below for more info:
LAS VEGAS (June 13, 2017) – The American Institute of CPAs (AICPA) today honored 16 CPAs under the age of 40 for their contributions to personal financial planning with the second annual Personal Financial Planning (PFP) Standing Ovation. The recipients were honored at the AICPA’s Advanced Personal Financial Planning Conference in Las Vegas, part of AICPA ENGAGE.
“The AICPA is pleased to recognize each of these honorees for their contributions to personal financial planning,” said Andrea Millar, CPA/PFS, AICPA’s Director of Personal Financial Planning. “Each of these young PFS credential holders has gone beyond providing excellent client services to earn this honor. Their work underscores the contribution CPAs are able to make in the field of financial planning at an early age.”
Some examples of the contributions this group of CPAs has made to the profession include streamlining processes to provide a better client experience, developing software to help manage the practice, providing financial literacy workshops in their communities and volunteering financial planning services in their local areas.
Personal financial planning is a growing field, which affords CPA financial planners a wealth of opportunity. The Bureau of Labor Statistics estimates the number of personal financial advisors to grow 30 percent from 2014 to 2024, much faster than the average for all occupations. The job outlook is driven by an aging population with higher life expectancies.
Recipients of the second annual Standing Ovation recognition in personal financial planning are noted on the PFP Section website and during a general session at the Advanced PFP Conference. In addition to personal financial planning, the AICPA’s Standing Ovation program recognizes young CPAs who exhibit exemplary professional achievement in business valuation, forensic accounting, and information management and technology assurance.
In addition to making a notable contribution to the profession, nomination requirements for the Standing Ovation program in the personal financial planning area include maintaining an active CPA license, being an AICPA member in good standing and holding the Personal Financial Specialist (PFS) credential. Nominees must also be 40 years old or younger.
The 2017 PFP Standing Ovation recipients are listed below in alphabetical order:
- Meghana Bagdai, CPA/PFS, Mirani, Bagdai, Thakkar & Associates LLC, Nutley, NJ
- Jennifer Birchett, CPA/PFS, TrueWealth, LLC, Atlanta, GA
- Thomas Blackburn, CPA/PFS, Verus Financial Partners, Inc., Richmond, VA
- Marianela Collado, CPA/PFS, Tobias Financial Advisors, Plantation, FL
- Christopher DeBlanc, CPA/PFS, RSM US, LLP, McClean, VA
- Jeffrey Hanson, CPA/PFS, Traphagen Financial Group, Oradell, NJ
- Erin Itkoe, CPA/PFS, Versant Capital Management, Inc., Phoenix, AZ
- Jeffrey Levine, CPA/PFS, Ed Slott and Company, Rickville Center, NY
- James Sean McGettigan, CPA/PFS, Grant Thornton LLP, Mesa, AZ
- Carli Ortiz, CPA/PFS, Linkenheimer LLP, Santa Rosa, CA
- Michael Powers, CPA/PFS, Verus Financial Partners, Richmond, VA
- Laura Rossi, CPA/PFS, Ernst & Young LLP, Chicago, IL
- Gregory Sawicki, CPA/PFS, Wealth Management Consultants, Morristown, NJ
- Chris Simons, CPA/PFS, Harvey & Simons CPAs LLC, Artesia, NM
- Brianne Smith, CPA/PFS, Huntingdon College, Montgomery, AL
- Matthew Treskovich, CPA/PFS, CPS Investment Advisors, Lakeland, FL
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