Or S. Pikary, CPA/PFS, CFP® | Miami, FL

Total Hires: 19 times
Service Area: Miami, FL
Team Size: 1 employee
Business Duration: 14 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Apple Pay
Cash
Check
Venmo

Services Offered

Service type

General financial planning
Retirement planning
Life insurance review
Investment review
Tax planning
College planning
Mutual funds
Trusts or estate planning
Annuities
Home purchase

Work location

My customers travel to me
I work remotely (phone or internet)
I travel to my customers

About

WIth over 10 years of experience working in large firms, I maintain an CPA a license in addition to a PFS designation and CFP certification. I have been featured on CNBC, Business Insider and Wealthfront and in Barron’s.

In 2022, I was listed on the Top 100 Accountants List by the Los Angeles Business Journal. Prior to that, in 2020, I was listed on the 40 Under 40 Accountants List by the CPA Practice Advisor.

License

- License Holder: Or Pikary
- License Type: CPA – Certified Public Accountant (CA)
- License number: #125534
- License verified on 2/2/2025
- Valid through 1/31/2027

Verification

Background Check
- Or Pikary
- Completed on 7/22/2024

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