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.
"Whatever I've given, I've gotten personally more out of it," Goldberg said upon receiving the honor. Responding to a comment on the regulation of financial planners made by a panelist during an earlier discussion about the future of the planning profession, Goldberg added, "CPAs are a profession. We provide financial planning as a service to our clients, and we need no further regulation."
The award was presented by PFP executive committee chairman Joel Framson at the AICPA’s annual PFP Technical Conference this week in Las Vegas, which drew more than 800 attendees, including 650 CPAs.
-- Melissa Klein
