Samuel Britz is an experienced financial professional with over twentyfive years of diversified private and public accounting experience. He is a member of both the American and Pennsylvania Institutes of Certified Public Accountants and is also licensed as a CERTIFIED FINANCIAL PLANNER™ Practitioner.
is an experienced financial professional with over twentyfive years of diversified private and public accounting experience. He is a member of both the American and Pennsylvania Institutes of Certified Public Accountants and is also licensed as a CFP
®.
Mr. Britz is one of only 8,000 financial professionals in the country that holds both a CPA and CFP® certificate. He has also earned the recognition as a Personal Financial Specialist, (PFS) by the AICPA. He holds series 7 and 66 investment registrations and is a licensed insurance agent. Because of this background he brings a unique perspective to financial management.