napfa.orgThe National Association of Personal Financial Advisors | NAPFA
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Title:The National Association of Personal Financial Advisors | NAPFA
Description:The National Association of Personal Financial Advisors is the leading association of fee-only financial advisors. Visit us today to find an advisor near you.
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About NAPFA Contact Us Careers Press Log In Create Account Find an Advisor Become a Member Application Process Membership Categories Membership Standards Consumers Financial Planning What Is Fee-Only Advising How To Find An Advisor 2021 Consumer Survey Pro-Bono Assistance Consumer Resources What Is A NAPFA-Registered Advisor Fiduciary 101 The State Of Financial Planning In America FiGuide Blog Members My Account DEI Toolkit Advisor Magazine Member Discounts Online Store CE Guidelines Find An Advisor Resources Resource Partner Directory Practice Foundation Key Policy Issues Income Solutions Education Conferences 2021 Spring Conference 2021 Fall Conference Call for Proposals Virtual Learning AARP BankSafe Program Mindset Mastery Podcasts Partner Solutions Playbook Series CE Guidelines Online Store Community NAPFA Engage DEI Initiative Women's Initiative Conversation Circles Serving on the NAPFA Board Local Study Groups Get In The Mix NAPFA Genesis Industry Partners Marketplace NAPFA Consumer Education Foundation Find an Advisor Become a Member Application Process Membership Categories Membership Standards Consumers Financial Planning What Is Fee-Only Advising How To Find An Advisor 2021 Consumer Survey Pro-Bono Assistance Consumer Resources What Is A NAPFA-Registered Advisor Fiduciary 101 The State Of Financial Planning In America FiGuide Blog Members My Account DEI Toolkit Advisor Magazine Member Discounts Online Store CE Guidelines Find An Advisor Resources Resource Partner Directory Practice Foundation Key Policy Issues Income Solutions Education Conferences 2021 Spring Conference 2021 Fall Conference Call for Proposals Virtual Learning AARP BankSafe Program Mindset Mastery Podcasts Partner Solutions Playbook Series CE Guidelines Online Store Community NAPFA Engage DEI Initiative Women's Initiative Conversation Circles Serving on the NAPFA Board Local Study Groups Get In The Mix NAPFA Genesis Industry Partners Marketplace NAPFA Consumer Education Foundation About NAPFA Contact Us Careers Press Log In Create Account Find a Fee-Only, Fiduciary Financial Planner Now. ― OR ― Use My Current Location Why NAPFA? For over 36 years NAPFA has been the standard bearer for fee-only, fiduciary financial advisors advocating for high professional and ethical standards. Working in a strict fee-only, fiduciary capacity, NAPFA-affiliated financial planners are committed to maintaining the highest level of competency with a client-centered focus that means aligning solely with their client’s interests. Learn More About Us Comprehensive Comprehensive financial planners focus on your entire financial plan. From just starting out to retirement, they help you outline the path to achieving your financial goals. Your fee-only, fiduciary planner will help you build a holistic plan that is focused on your needs, your goals and your future. Read more... Competent NAPFA Financial Advisors differentiate themselves by adhering to rigorous competency and ongoing continuing education standards. That means they will partner with you to navigate complex financial issues regardless of client circumstances and objectives. Read more... Client Centered Working with a NAPFA-affiliated Financial Advisor means putting you, the consumer first. NAPFA-Registered Financial Advisors are fiduciaries at all times. This prestigious title is recognized by those in the field and in the media as identifying those who are professional, ethical personal financial advisors. Read more... NAPFA News & Insights GO NAPFA Mindset Mastery Podcasts Take advantage of the Mindset Mastery podcasts featuring a who’s who of professionals sharing how they’ve mastered their own mindset to push success to the next level. Take a few moments to find actionable advice that enhances client relationships and deepens your professional perspectives. Read More GO NAPFA Partner Solutions Webinars Evaluate new products and services and earn CEs in NAPFA Partner Solutions webinars. Sponsored by NAPFA partner organizations, this free webinar series presents unique perspectives and business solutions to the diverse challenges facing fee-only financial planning professionals. Read More GO Spring 2021 National Conference April 26 On-demand Sessions May 5 -7 Live Sessions Learn from industry experts speaking on timely topics in live and on-demand sessions Collaborate with colleagues in Conversation Circles and Community Meetings Grow your business with solution-based strategies in an age of disruption Find Out More GO Learn Join peers and make the most of your educational opportunities with NAPFA’s webinars. These presentations include Q & A with subject matter experts on how to grow your business and are a convenient way to fulfill continuing education requirements. Find Out More GO Connect Community is a large part of the NAPFA experience. There is power in collaborating and co-creating with peers to discover new perspectives, learn new skills and plot effective solutions to help their clients thrive and businesses grow. These are the ties that bind the NAPFA community. Find Out More GO Lead Becoming a NAPFA volunteer is simple, rewarding and there are many opportunities that may fit your interests. Expand your professional network, work with diverse people and viewpoints and showcase your expertise. Find Out More We are proud of the community we have created. Hear from voices within our community! With over 4,000 fee-only, fiduciary financial planners, NAPFA provides education, professional connections, business development resources, and advocacy in support of member success. Become a Member “NAPFA is the best community for independent, fiduciary financial advisors who believe that charging commissions to clients presents a conflict of interest. Whether it’s a study group meeting, a conference or other opportunities, within about 8 seconds you’ll know that you’re among your people.” Jean Sinclair, MBA, MSBA, CFP® — Avenue Advisors When I was contemplating leaving my public accounting job, I talked with a NAPFA advisor. After that conversation, I decided to pursue the CFP coursework and NAPFA has been near and dear to my heart ever since. I've been working as an advisor for over 7 years and as a firm owner for over 5. As a new member of the NAPFA Board, I'm looking forward to giving back to the organization and community. Anjali Jariwala, CPA, CFP® — Founder FIT Advisors Listen to NAPFA Chair-elect, Karla McAvoy share why NAPFA has been important to her career development and business success. Karla McAvoy, CFP® — HC Financial Advisors, Inc. 01 / 03 NAPFA Education Educational Opportunities Take Advantage of the NAPFA Annual Learning Pass! Learn from leading experts to stay on top of emerging issues, discover solutions and stay current in tax planning, practice management and much more… Read More NAPFA Playbook Series Attend the June webinar featuring Stephen Wershing and Julie Littlechild sharing new strategies that create a robust stream of referrals into your business. Becoming Referable: The Strategies That are Working Right Now Wednesday, June 09, 2021 3:00 PM ET (2:00 PM CT, 12:00 PM PT) Read More NAPFA Spring 2021 National Conference Register Now! April 26 On-demand Sessions May 5-7 Live Sessions Read More Educational Opportunities My Account Log In Create Account Popular Links Find an Advisor Become a Member Consumers Careers Community Contact Information info@napfa.org 888-FEE-ONLY (888-333-6659) Additional Info © 2021 NAPFA | Privacy Policy Legal Disclaimer...
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