BlueSky Wealth Advisors is pleased to announce that the American Institute of CPAs (AICPA) has awarded Senior Wealth Advisor Christie Bonacci, CPA/PFS, MAC, with her Personal Financial Specialist (PFS) Credential.
We are beyond proud of Christie Bonacci for obtaining her Personal Financial Specialist (PFS) Credential. The PFS is a certificate held for Certified Public Accountants (CPAs), allowing them to grow their expertise to include financial planning and wealth management. AICPA states the PFS certification represents “a powerful combination of extensive tax expertise and comprehensive knowledge of financial planning” as PFS designees must be experts in estate planning, retirement planning, investing, insurance, and other personal financial planning areas. A PFS is an expert in the financial planning industry and has a wealth of tax and corporate finance knowledge as a CPA. The PFS designation requires extensive experience and successfully passing rigorous testing. The clients of BlueSky Wealth Advisors benefit tremendously from Christie’s hard work and dedication. We are fortunate to have her on the BlueSky team!
