Our Qualifications





Why use a CPA/PFS for financial planning?

With over 20 years of experience as a CPA and PFS, Jason Loiselle has worked hard to develop the experience, ethics and expertise for his clients. 

Licensed CPAs have long been considered by many the standard for financial knowledge, objectivity and integrity, prepared to handle the most demanding tax situations.

A Personal Financial Specialist (PFS) credential can only be earned by CPAs, and it requires additional education, real-world experience and extensive knowledge to pass a rigorous exam. A CPA/PFS has an understanding critical to help clients benefit from today's complex decisions about taxes, retirement, estate planning, investments and insurance.

For more information on the PFS designation, click here

LPL Financial and Loiselle Financial Group do not proved tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

AIF, Accredited Investment Fiduciary

Jason has been also awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Center's Code of Ethics and Conduct Standards.  On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation.

Form more information on the AIF designation, click here.