Biography
Mitchell Freedman, CPA/PFS, AIF®
Mitchell Freedman received his bachelor's degree
from Adelphi University. He
is a licensed CPA in California and New York. He earned the credentials Personal
Financial Specialist (PFS) in 1988 and Accredited Investment
Fiduciary© (AIF®) in 2007.
Mr. Freedman was the recipient of the
Distinguished Service award from the Personal Financial Planning
Section of the American Institute of Certified Public Accountants
(AICPA). He was named by
Worth magazine as one of
the '250 Best Financial Advisors' in the United States for five
consecutive years. Accounting
Today twice named him as one of the 'Top 100 Most Influential
People' in the accounting profession. The same publication named him to three
consecutive lists of 50 'Name$ to Know in Financial
Planning.' The San Fernando Valley Business
Journal twice recognized Mr. Freedman as one of the '25 Top
CPAs in the San Fernando Valley.'
A sought-after speaker, Mr. Freedman has given
presentations throughout the United States and Canada on a variety
of subjects related to tax, financial, investing, entertainment
industry, and Elder Care subject matters. He has appeared on CNN,
"Entertainment Tonight," and the BBC. He has frequently appeared on KABC 7 in
Los Angeles and has performed many guest spots on numerous other
television and radio programs.
Mr. Freedman has written articles for and been featured in
various national news, accounting, financial planning, investment,
business, and general interest publications. He taught a course in personal finance
for California State University, Northridge and he was formerly an
adjunct professor in accounting for the Adelphi University Graduate
School of Business.
Mr. Freedman is a member of the California
Society of CPAs (CalCPA). He
served four terms on CalCPA's governing Council and one term as
Trustee of the California CPA Education Foundation. He is both a past Chair and Co-chair of
CalCPA's State Personal Financial Planning (PFP) Committee and past
Chair of CalCPA's Communications Advisory Committee. Mr. Freedman is a member of the
AICPA. He served as a member
of the AICPA and Canadian Institute of Chartered Accountants (CICA)
PrimePlus/ElderCare Task Force for 12 years. He formerly served three year terms
each on the AICPA PFP Member Services Sub-committee and the AICPA
PFP Executive Committee.
Mr. Freedman has co-authored both the Guide to Planning for Performing and
Creative Artists and the Guide to Planning for Divorce, for
the AICPA PFP Library. He
edited Disaster Recovery, A
Guide to Financial Issues, and Disasters and Financial Planning, a
Guide for Preparedness, both distributed by the AICPA and the
American Red Cross. In
addition he edited the AICPA continuing education course entitled
"Tax Considerations for Professional Athletes and
Entertainers." Mr. Freedman
was a panelist on an educational video entitled "The Financial
Issues of Aging" and has moderated an educational video entitled
"Effective Asset Protection Planning," both for the
AICPA.
Mr. Freedman is a founder and was the second
serving Chair of California Jump$tart Coalition, a not-for-profit
organization with the mission to improve the financial literacy of
California's youth.
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