Michael O’Keeffe
PFS Personal Financial Specialist
Michael O’Keeffe, Millis MA
MOK Financial Planning and Tax, Inc.
730 Main Street Millis, MA 02054
- State of Massachusetts May 1993 License # 18885
- Member of the AICPA (American Institute of Certified Public Accountants)
- Member of MSCPA (Massachusetts Society of certified Public Accountants)
- Investment Advisor Representative of MOK Financial Planning, INC. an RIA
CPA Certified Public Accountant
The only personal financial planning credential exclusively offered to CPAs.
The global designation available for AICPA Regular Members working in Business and Government.
What is an IAR?
An Investment Advisory Representative (IAR) refers to licensed and authorized personnel who work for investment advisory companies The primary responsibility of an IAR is to provide investment-related advice as a financial advisor or planner.
What is an RIA?
A Registered Investment Advisor (RIA) is a person or firm who advises high-net-worth individuals on investments and manages their portfolios. RIAs have a fiduciary duty to their clients, which means they have a fundamental obligation to provide
investment advice
that always acts in their clients' best interests.
