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Phyllis Bernstein is president of PBC. Phyllis is considered to be the industry's leading resource for helping CPAs make the transition from being an accountant to being a financial advisor. In January of 2002, the readers of Financial Planning magazine named Phyllis as one of the four most influential people in our business. Accounting Today has named her as one of the top ten people to go to in financial planning for three years and as the top 100 most influential people in accounting for five years. In 1997, she received the AICPA PFP Division Distinguished Service Award, which is the highest honor given to a CPA who has served the public interest in enhancing the quality of PFP services. She was the head of the personal financial planning for the AICPA for 16 years and was responsible for development of profession-wide quality controls and standards in personal financial planning.
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