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11-50 employees
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Financial Services
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Suite 700N,Chicago,IL,US
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The National Association of Personal Financial Advisors is the nation’s leading organization of Fee-Only comprehensive financial planning professionals.
Since 1983, NAPFA's ranks have enjoyed steady growth, operating under a strict code of ethics and our widely recognized definition of Fee-Only compensation. NAPFA members are trusted, objective financial advisors for consumers and institutions alike.
Individuals join NAPFA to enhance skills, market services and be a part of a collective, influential voice on matters that affect them and their clients. Through the Find an Advisor search function NAPFA offers consumers access to truly comprehensive, strictly Fee-Only financial advisors.
At NAPFA, it is all based on a simple, straightforward mission. Professionals who become a NAPFA-Registered Financial Advisor are committed to the Core Values of the organization and agree to follow the NAPFA Fiduciary Oath and Code of Ethics.
Mission - To promote the public interest by advancing the financial planning profession and supporting our members consistent with our core values.
Core Values:
Competency: Requiring the highest standards of proficiency in the industry.
Comprehensive: Practicing a holistic approach to financial planning.
Compensation: Using a Fee-Only model that facilitates objective advice.
Client-centered: Committing to a fiduciary relationship that ensures the client's interest is always first.
Complete Disclosure: Providing an explanation of fees and potential conflicts of interest.
Vision - The public recognizes that NAPFA advocates the highest standards for personal financial planning and that NAPFA-Registered Financial Advisors are the most trusted advisors of choice.
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National Association Of Personal Financial Advisors Email Formats | Example Email Formats | Percentage |
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{last}{f} | [email protected] |
100%
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The widely used National Association Of Personal Financial Advisors email format is {last}{f} (e.g. [email protected]) with 100% adoption across the company.
To contact National Association Of Personal Financial Advisors customer service number in your country click here to find.
Mardi Lee is the CEO of National Association Of Personal Financial Advisors. To contact Mardi Lee email at [email protected].
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