Personal Financial Planning

personal financial planning


develop a financial plan that works for you, with all of your financial goals in mind.

Creating and maintaining a sound financial and retirement plan requires your financial professional to possess expertise in the five pillars of financial planning; investments, income planning, tax planning, healthcare planning, and estate planning*. Daniel Rohr, as a CPA/Personal Financial Specialist (PFS), has the expertise required to help you build, implement, and monitor your financial and retirement planning.

A PFS certification is exclusively granted to CPAs and according to the AICPA a PFS credential holder represents “a powerful combination of extensive tax expertise and comprehensive knowledge of financial planning.” We offer our clients a solution where they can achieve their financial planning, business planning, and tax planning all while working with the same team.

Click below to learn more about how we make complex financial planning understandable utilizing a personalized Asset-Map® Report.

*Rohr and Associates, Inc. is a licensed accounting firm in the State of California that provides accounting and tax-related services. Investment advisory services are offered by WealthSource Partners, LLC (“WSP”). No portion of WSP’s services should be construed as legal, tax or accounting advice. Rohr & Associates, Inc. and WSP are independent and unaffiliated entities.