Both of the company’s founders, Barry Picker CPA/PFS CFP and Zesha Auerbach CPA, hold the designation of certified public accountant (CPA). The company was established in 2009. Each of these practices had been in operation since the late 1970s.
Both individuals and businesses can benefit from the unique perspective that P&A, CPAs provide. Barry Picker is widely regarded as the industry’s top professional when it comes to both financial planning and estate planning. The fact that Zesha Auerbach has an MBA in accounting comes in useful when she is working with business accounting and taxation issues.
Public image:
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5.0 / 5 (1) | |
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Mr. Auerbach, who possesses a master’s degree in Business Administration and is a Certified Public Accountant, has been volunteering his services to the community for close to three decades at this point. In addition to the title of Certified Public Accountant, the American Institute of Certified Public Accountants has bestowed to his colleague, Mr. Picker, the esteemed Personal Financial Specialist credential.
Services:
Financial Planning Made Easy
Conceptualization | Brainstorming | Execution | Refining |
| You’ve given some thought to where you want to go, and now it’s time to formulate a strategy for getting there. | Get together with Picker and Auerbach to talk over the many options while we make a list of the benefits and drawbacks associated with each one. | Let’s get your plan into action. We put your plan into action with the help of your other advisors. | Your financial plan serves as a roadmap, but circumstances frequently diverge from those mapped out. Our team continues to monitor the process and make adjustments as required. |
