AFFILIATIONS
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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.
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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
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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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