Pitzl & Pitzl
Pitzl and Pitzl is a full-service tax and small business accounting firm. They provide critically important tax preparation and tax planning support for our clients, and keep us well-informed about changing legislation and planning opportunities.
Buckingham Strategic Partners
Buckingham Strategic Partners is a community of investors and advisors dedicated to “Building Relationships by Doing the Right Thing.” Collectively, Buckingham Strategic Wealth and Buckingham Strategic Partners oversees more than $60 billion of investment assets under a consistent and academic-based wealth management philosophy.
Dimensional Fund Advisors
For more than 30 years, Dimensional Funds Advisors has helped investors pursue dimensions of higher expected returns based on the Nobel Prize winning research of Eugene Fama. DFA’s enduring philosophy and deep working relationships with the academic community underpin its approach to investing and form the foundation for new strategies.
National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Our rich history began in 1983 when a group of advisors simply wanted to serve their clients without muddling the relationship with commissions. Since then we have developed high standards in the field and each advisor must sign and renew a Fiduciary Oath yearly and subscribe to our Code of Ethics. It’s all a part of the mission of NAPFA.
Financial Planning Association
The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. It is also the largest member organization in the world for CFP® Professionals.
The financial planning team at Pitzl Financial is actively involved in the Financial Planning Association on a local and national level. We believe that giving back to our profession will yield greater learning opportunities for us, which translates to a higher level of performance and service to our clients.
CERTIFIED FINANCIAL PLANNER™ Board of Standards
Certified Financial Planner Board of Standards, Inc. (CFP Board) is the non-profit certifying and standards-setting organization that administers the Certified Financial Planner™ certification program and oversees more than 68,000 professionals using the CFP® certification in the United States.
AICPA
The American Institute of Certified Public Accountants (AICPA) is the national professional organization of Certified Public Accountants (CPAs) in the United States, with more than 394,000 members in 128 countries in business and industry, public practice, government, education, student affiliates and international associates. It sets ethical standards for the profession and U.S. auditing standards for audits of private companies, non-profit organizations, federal, state and local governments.
