Click on a team member's picture to read their bio.
“The Financial Planning Association® (FPA®) is the largest membership organization for CFP® professionals in the U.S. and also includes members who support the financial planning process. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. FPA membership consists of CERTIFIED FINANCIAL PLANNERS™, educators, financial services professionals, students and more.” – FPA website
Click here to learn more about FPA.
“XY Planning Network is the leading organization of fee-only financial advisors who specialize in helping members of Gen X and Gen Y. We stand out from the rest of the financial planning industry because we put our clients first!” -XYPN Website
Click here to learn more about XYPN.
“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.” – NAPFA Website
Click here to learn more about NAPFA.