- -Estate Planning
- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Charitable Planning
- -Other Financial Planning
- -Tax Planning
- -Individuals and/or Small Businesses
Funds Used With Clients
Firm Client types
|George Papadopoulos, Cpa/Pfs, CFP||18 years, 11 months||Jan 1998 - Present|
Designations & Memberships
American Institute of Certified Public AccountantsMembershipThe American Institute of Certified Public Accountants (AICPA) is the world's largest association representing the accounting profession, with nearly 370,000 members in 128 countries. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting; membership is also available to accounting students and CPA candidates. The AICPA sets ethical standards for the profession and U.S. auditing standards for audits of private companies, non-profit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination.
National Association of Personal Financial AdvisorsMembershipNAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Certified Public AccountantDesignationThe Uniform CPA Examination protects the public interest by helping to ensure that only qualified individuals become licensed as U.S. Certified Public Accountants (CPAs). Individuals seeking to qualify as CPAs – the only licensed qualification in accounting – are required to pass the CPA Examination.
Personal Financial SpecialistDesignationIndividuals holding this designation have an understanding of the service issues of retirement plan set-up, management, and review.
Articles and Answers
Licenses & Conducts
George Papadopoulos, CPA/PFS, CFP
$31.9MTotal Assets Under Management
N/ATotal Assets Under Advisement
$1.7MEstimated Average Account Balance