Maryland CPAs obtain PFS designation

Allen DeLeon, CPA, founding partner and Richard C. Stang, CPA, CEA, founding partner of Gaithersburg, MD-based DeLeon & Stang recently obtained their Personal Financial Specialist (PFS) designations by The American Institute of Certified Public Accountants (AICPA).

"At DeLeon & Stang, each client we serve is a vital component of our success," said DeLeon. "Our team continually strives to seek additional skill sets and knowledge to deliver the best service possible."

CPAs who specialize in personal financial planning are eligible to earn the PFS designation. Based on their prior experience, lifelong learning in the financial planning area, their Series 65 and/or Series 66 designations and AICPA memberships, DeLeon and Stang were qualified for the PFS designation.

DeLeon’s specialties include audit, tax, financial and advisory services for businesses and not-for-profit organizations. He offers his clients over 25 years of experience in the accounting profession.

Stang specializes in corporate and individual tax issues and planning, estate planning, investment management, and insurance advisory services for businesses and individuals. With over two decades of experience in public accounting, he assists businesses with the development and implementation of accounting systems, budgets, and financial statements.

Founded in 1984, DeLeon & Stang, Certified Public Accountants and Advisors, provides accounting, tax, audit, advisory, financial, business, and professional services to both individuals and organizations. DeLeon & Stang has a staff of over 20 professionals dedicated to providing Business Services, Individual Services, and Advisory Services. The firm also sustains industry expertise in a number of areas such as credit unions, common interest realty associations (CIRA's), not-for-profits, hospitality organizations, individuals, and small to medium-sized businesses.


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