About Us
CRAIG WHITFIELD, CPA/PFS, CFP®
As the Founder and President of Whitfield & Company, Craig leverages his 30+ years of both public and private accounting experience for the benefit of clients. He specializes in providing accounting, business advisory, and taxation services for privately held family-owned businesses which desire to outsource their CFO functions.
Craig started his career in the Los Angeles office of Peat Marwick & Mitchell (Now KPMG) working in both the Audit and Tax departments. Craig has worked as a Financial Officer for both Public and Privately-Held Corporations such as Aramark, Creative Domain, iCrete, and Trailer Park.
As a Cum Laude graduate, Craig holds a bachelor’s of science degree in Business Administration with an emphasis in Accounting from the California State University at Fresno, and a master's of science degree in Taxation from Golden Gate University. Craig also earned with distinction the Certificate in Personal Financial Planning from the University of California at Los Angeles.
Craig is a licensed Certified Public Accountant (“CPA”) in the State of California. Craig is also a Personal Financial Specialist (“PFS”) credential holder. The PFS credential is a certification from the American Institute of Certified Public Accountants (“AICPA”) of comprehensive financial planning expertise resulting from a high level of both financial planning education and experience and is available exclusively to CPAs. Only 5,000 (less than 2%) of the AICPA’s 350,000 members have earned the PFS credential. Additionally, Craig has been authorized by the Certified Financial Planner Board of Standards (“CFP Board”) to use the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ ,
, in accordance with CFP Board certification and renewal requirements. These marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination. Only 7,650 (less than 13%) of the 61,000 individuals the CFP Board authorizes to use these marks in the United States are also licensed CPAs.
Professional affiliations include the AICPA, California Society of Certified Public Accountants, CFP Board, and Financial Planning Association (“FPA®”). A California native, Craig, his wife Denise, and two daughters, Brooke and Rachel, make Calabasas their home.