Financial and Retirement planning includes growing your wealth to live comfortably in the future. We at FIA Services can help you define your goals and plan for your future and retirement with the help of a Personal Financial Specialist and Certified Public Accountant.
Who is a CPA Personal Financial Specialist? All financial planners are not created equal. A CPA/PFS is more than a financial planner—he or she is a CPA with the powerful combination of extensive tax expertise and comprehensive knowledge of financial planning. This knowledge is critical to obtaining the most valuable, objective advice possible. All areas of personal financial planning—including estate, retirement, investments and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
Bert Roberge, CPA/PFS, has over 30 years experience in the fields of Financial Planning, Accounting, Taxation, and Real Estate. He is a licensed Certified Public Accountant(CPA), Personal Financial Specialist (PFS), Financial Adviser (Florida RIA Firm), Certified Specialist in Estate Planning (CSEP), Florida Real Estate Broker (FL RE Broker Firm), QuickBooks Pro-Advisor, member of the American Institute of Certified Public Accountants, and a member of the Gulf Breeze and Navarre Chambers of Commerce. Bert is a resident of Gulf Breeze for over 20 years, and lived in Pensacola before moving to Gulf Breeze. He graduated from The University of West Florida (UWF) in 1982 with a Bachelors in Accounting, and then earned his Masters of Business Administration from UWF. His hobbies include fishing, golfing, kayaking, and SUP boarding.
FIA Services, Inc. (Financial Investments and Advisory Services) is a Florida licensed Registered Investment Adviser (RIA) Firm located in Gulf Breeze, Florida.
We are unique in that we have a strong background in tax and accounting, along with financial specialist certifications, education, and experience. We work closely with our Clients to assist them with preparing a Statement of Investment Policy to choose investment allocations and investments which conform to the Clients short, medium, and long-term investment objectives.
With over 30 years experience in the fields of accounting, tax, and financial planning, we can assist you with all of your financial investments, tax planning, and wealth management needs.
Bert Roberge, CPA/PFS