Ada Cartright, CPA, PFS
Ada M. Cartright, CPA/PFS joined Exencial Wealth Advisors in April 2016. She and the San Antonio tax team work as part of Exencial’s regional tax team working closely with the account managers and clients to provide clients excellent tax services and consulting.
After being a stay-at-home mom for a few years, Ada re-entered the accounting world as an integral part of a tax preparation and consulting team. Ada has been a CPA practicing at local firms for 15 plus years. Her experience includes working with high net-worth individuals and their related trusts, as well their businesses set up as corporations and partnerships. She recently obtained her AICPA sponsored PFS designation to better serve the client needs.
Ada attended Texas A & M University in College Station, Texas and graduated with a BBA in Accounting. She lives in San Antonio, TX with her husband, Mike, and two of their four children, Zoee and Tony. Their adult children, Travis and Dylan, live nearby in the San Antonio area. Ada enjoys spending time with family and friends, participating in church and other volunteer activities, Yoga, reading and a variety of creative outlets, such as photography and jewelry design.
PFS – The PFS designation is a financial planning credential awarded by the American Institute of Certified Public Accountants (“AICPA”) to individuals who satisfy its professional, work experience and educational requirements. Recipients of the PFS designation are required to be Certified Public Accountants (“CPAs”), maintain AICPA membership, have completed at least 80 hours of personal financial planning education, have at least two years of financial planning related business or teaching experience, and have passed the Personal Financial Planning examination. In order to maintain an ac tive PFS credential, holders must remain in good standing with the AICPA, retain a valid and unrevoked CPA certificate and complete 60 hours of financial planning related continuing education every three years.