MRA Advisory Group announces that Director of Tax Services Alison C. Cogan, CPA has successfully completed all the requirements to obtain the Personal Financial Specialist (PFS) credential from the American Institute of CPAs, joining a group of professionals who have demonstrated advanced knowledge of tax, estate, retirement, investment and insurance planning.
The PFS credential, established in 1987 by the AICPA, is awarded only to CPAs with extensive training and experience in financial planning. They also must pass a comprehensive exam covering eleven topic areas and be a member in good standing with the AICPA, binding them to the AICPA Code of Professional Conduct and the Statement on Standards in Personal Financial Planning Services. In addition to meeting rigorous requirements to join this elite group, Alison must meet recertification requirements every three years to maintain the credential.
“I am pleased to be able to use my education and experience to continually provide our clients with the level of personal service they expect and deserve. We strive to lesson the stress and confusion of tax services for individuals and businesses while making sure their entire financial picture is considered.” Alison said
Marco Lima , CEO, Wealth Advisor of MRA Advisory Group noted “Alison has worked in the business for a number of years now. Obtaining this designation is a testament to the dedication and expertise that she brings to the firm. She has excelled as a CPA in public accounting and business owner and now as an investment advisor. Her work is certainly appreciated by our clients.”
As fee-only financial advisors, MRA Advisory Group acts as fiduciaries, working solely in the best interest of its clients and accepting no fees, commissions, or any other payments from brokerage firms or mutual fund companies in exchange for its recommendations. Working with a fee-only adviser provides assurance to investors that the advice received is objective and designed only to help the client’s financial situation. The firm does not charge fees for the initial client meeting where it will review portfolios and provide general financial advice.
You can schedule your complimentary first meeting at mraadvisory.com
MRA Advisory Group is a fee-only wealth management and financial advisory firm registered in the States of New Jersey and Florida as a Registered Investment Advisor with offices in Parsippany NJ and Fort Myers Beach, FL. The firm currently has over $90 million in assets under management and serves more than 130 client families in 13 states.
MRA Advisory Group is one of a limited number of NAPFA (National Association of Personal Financial Advisors) registered financial advisers in the Northeast Ohio area serving individual and families who seek professional, honest, and unbiased investment advice without sales commissions. MRA Advisory Group provides investment management, retirement planning and tax planning services and currently has four registered professionals on its staff.
Advisory Services offered through MRA Advisory Group, a Registered Investment Adviser. This information was developed by Broadridge, an independent third party. It is general in nature, is not a complete statement of all information necessary for making an investment decision and is not a recommendation or a solicitation to buy or sell any security. Investments and strategies mentioned may not be suitable for all investors. Past performance is no guarantee of future results. Nothing herein, nor any attachment, shall be considered to constitute (i) an offer to sell, nor a solicitation of an offer to purchase, any security or (ii) tax or legal advice.