PKS & Company , P.A. and PKS Investment Advisors, LLC is pleased to announce Investment Advisor representative Timothy A. Gonzales, AAMS® has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Additionally, Tim holds the Accredited Asset Management Specialist™ designation through the College for Financial Planning. As an Advisor of PKS Investment Advisors, he specializes in Investment Planning, Retirement Income Planning, and other aspects of Financial Planning.
