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2/1/2010

CPA Wealth Management Services Obtains Elder Friendly Business Certification

Melbourne, Florida, February 1, 2010 – Laura Chiesman, Wealth Coach, Barbara Wallace and Jaclyn Golec-Parker of CPA Wealth Management Services, completed We Help Brevard Elder Friendly Business Certification training program. Upon completion of the training program, CPA Wealth Management Services was awarded the Elder Friendly Business Certification.

“We were excited to learn about the We Help Brevard organization and its mission to find trustworthy service providers for seniors and their families living in Brevard County, FL.,” shares Mrs. Chiesman. “As a team we decided to enroll in the program and become an additional resource for the Organization. We are looking forward to helping Brevard seniors with the complexities that wealth brings to assure that the years you spend in retirement really are golden” continues Mrs. Chiesman.

About CPA Wealth Management Services: CPA Wealth Management Services was founded in 1995 as an affiliate firm of Hoyman Dobson, CPA’s (www.hoyman.com). Clients of CPA Wealth Management Services experience two unique processes: The WealthCare Solution™, which was created for affluent individuals and The Retirement Plan Optimizer™ - developed for their 401(k) plans. In 2007 CPA Wealth Management Services was selected by Goldline Research as one of “The Ten Most Dependable™ Wealth Managers of Florida,” as recognized by Forbes Magazine. To receive this distinguished recognition, 3,200 Wealth Managers and Financial Planners were contacted, and CPA Wealth Management Services exceeded the industry criteria and had outstanding client references. For more information, please call the new Orlando office at 407-599-2022 or the Melbourne office at 321-254-1668. Visit CPA Wealth Management Services website at www.cpawms.com.
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