At Frawley Financial Services, CFP®, CPA, MBA, PLLC, we understand the value of not only providing excellent client service, but also developing strong, lasting relationships. We understand and appreciate the importance of building trust, and recognize the difficulty in choosing a competent CPA and Certified Financial Planner™ (CFP®) that you feel comfortable speaking with both candidly, and confidently. Our goal is simple. We want to provide the financial planning and accounting services possible. In order to do that, a thorough understanding of both our clients and their businesses (as applicable) is essential.
As a Certified Financial Planner™ I provide Insurance, Education, Investment, Retirement, Estate, and of course, Tax Planning. As your CPA and CFP®, I leverage these skill sets to streamline your financial service needs, saving you time and money, while giving you peace of mind. I work with different attorneys to incorporate the necessary legal aspects of your financial plan, and I never accept referral commissions.
Whether you are a young family looking to purchase an investment property, while saving for your children's education, a professional expanding her practice and building wealth, or a retiree seeking to transfer wealth, while minimizing gift and estate taxes, I’m able to help you every step of the way with unmatched personal, friendly, and professional service. As your CPA and Certified Financial Planner™, I will help you achieve your financial goals, while minimizing your tax burden.
Although many advisors call themselves “financial planners”, only CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. While there are many financial advisors to choose from, only about 20% are Certified Financial Planners™. In addition, less than 10% of all CFPs® are also CPAs. I'm one of only about 7,600 professionals nationwide that are both a licensed Certified Financial Planner™, and Certified Public Accountant. I also hold dual Master's degrees- MSA (Accounting), and a MBA.