Las Vegas (Jan. 9, 2004) -- The American Institute of CPAs' Personal Financial Planning Division has honored CPA/PFS William J. Goldberg with the division's Distinguished Service Award.
Goldberg, a regional director at Bernstein Investment Research and Management in Houston, served as a member of the AICPA's Personal Financial Planning Executive committee for eight years and as a past committee chairman. He also served as a past chair and member of the PFP Legislation and Regulation Task Force. Prior to joining Bernstein, Goldberg was Southwest partner-in-charge of personal financial planning at KPMG, where his career spanned 26 years.
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