AFFILIATIONS
NAPFA
The National Association of Personal Financial Advisors (NAPFA) is proud to have a membership of financial planning professionals who are committed to the highest of professional standards and principles. Members strive to be the:
- Standard Bearer for the Profession
- Champion for the Public
- Beacon for Objective Financial Advice
Learn more about The Power of Trust today by visiting www.NAPFA.org. View our short video or Download a Short Presentation.
CPA/PFS
Clients have needs that cause them to be concerned for the future and are uncertain whom they can trust for advice. Both as CPAs and as financial planners, CPA/PFS credential holders are well positioned to help their clients address these needs in an unbiased and knowledgeable manner. As a result of working with a CPA/PFS and following an objective plan, clients can be more confident in realizing their financial goals. To learn more, View Our Video
AICPA
Founded in 1887, the AICPA represents the CPA profession nationally regarding rule-making and standard-setting, and serves as an advocate before legislative bodies, public interest groups and other professional organizations. The AICPA develops standards for audits of private companies and other services by CPAs; provides educational guidance materials to its members; develops and grades the Uniform CPA Examination; and monitors and enforces compliance with the profession’s technical and ethical standards.
The AICPA’s founding established accountancy as a profession distinguished by rigorous educational requirements, high professional standards, a strict code of professional ethics, a licensing status and a commitment to serving the public interest.
FEE ONLY
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