What’s a Personal Financial Specialist (PFS)? | OH IN KY

The CPA Advantage #1 | What’s a Personal Financial Specialist (PFS)?

Published on by Andy Bertke, Beth Germann, in Video, Wealth Management

Can’t watch the video? Read the transcript.

What, exactly, is a Personal Financial Specialist (PFS), and how can you leverage their skills and expertise to maximize your investment returns while minimizing your tax burden?

In the first of our new video series, Barnes Dennig PFS professionals Andy Bertke and Beth Germann explain what a PFS does, and how they differ from traditional brokers or other investment advisors.


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