why the need for affiliations?

Choosing a competent Financial Adviser can be as complicated as the financial world itself. Fortunately, these trusted organizations have already sifted through them for you.  Each organization has strict requirements for membership to ensure that they are of the highest standard.

What About the organizations?

CFP Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification.

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation.