Two Lassus Wherley Members Honored as Five Star CPAs
Sunday, February 2, 2014 • 6:00am
NEW PROVIDENCE, NJ - Two certified public accountants from the New Providence fee-only financial planning firm Lassus Wherley have been accorded one of the most prestigious honors in their field.
Clare E. Wherley, CPA, CFP®, CEO, and Patricia Daquila, CPA, Senior Tax Advisor, were each selected as 2014 Five Star Certified Public Accountants. The largest and most widely published financial services award program in North America, the Five Star program covers more than 40 major markets. The list of Five Star Certified Public Accountants for New Jersey was published in the January issue of New Jersey Monthly magazine and on fivestarprofessional.com.
Five Star Certified Public Accountants do not pay a fee to be included in the research or the final list of Five Star Certified Public Accountants. Award candidates are evaluated against ten objective eligibility and evaluation criteria that are associated with professionals who provide quality services to their clients.
Lassus Wherley was founded in 1985 by Wherley and Diahann W. Lassus, CFP®, CPA/PFS. They have two offices--one in New Providence and the other in Bonita Springs, Fla. Lassus Wherley is a fee-only wealth management firm with specialists in financial planning, investment management, tax preparation, trust services, and family office support.
The company works with individuals, couples, families, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Lassus Wherley is a nationally certified Women’s Business Enterprise by the Women’s Business Enterprise National Council (WBENC) and a member of the National Association of Personal Financial Advisors (NAPFA), the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. For more information about Lassus Wherley, visit its web site, www.lassuswherley.com.