Two TFO Phoenix Advisors Named Top Young CPAs in Financial Planning

We are excited to announce that Chris Hess and Mason Longstreth, two of TFO’s Senior Wealth Advisors, were recently honored with the American Institute of CPAs (AICPA’s ) Standing Ovation Program* as top CPAs who are age 40 or younger in Personal Financial Planning. This year’s award was bestowed on only 17 professionals nationwide.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the adviser by any client. Generally, rankings are based on information prepared and submitted by the adviser.

*The Standing Ovation program recognizes young CPAs who exhibit outstanding professional achievement in specialization areas. In addition to making a notable contribution to the profession, nomination requirements for the Standing Ovation recognition in the personal financial planning area include maintaining an active CPA license, being an AICPA member in good standing and holding the Personal Financial Specialist (PFS) credential. Nominees must also be 40 years old or younger.

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