We are pleased to announce that Ballentine Partners’, Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, has been honored with AICPA’s Personal Financial Planning Standing Ovation Award. The AICPA’s Standing Ovation program recognizes young CPAs who exhibit exemplary professional achievement in personal financial planning, business valuation, forensic accounting, information management, and technology assurance.
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Personal Financial Planning Standing Ovation
The five recipients of the Personal Financial Planning (PFP) Standing Ovation all hold the PFS credential and were acknowledged during the Advanced Personal Financial Planning track at ENGAGE. None of these recipients were compensated or paid to be considered.