He is a candidate for CFP(TM) certification and a member of the National Association of Personal Financial Advisors (NAPFA
Thornton himself belongs to The National Association of Personal Financial Advisors (NAPFA
), Passive Investment Professionals (a Linkedln group), The Financial Advisors Network, Fiduciary 360, and Fee-only Financial Advisors.
Other professional financial planner credentials of comparable merit include the Personal Financial Specialist (PFS) designation granted by the American Institute of Certified Public Accountants (AICPA) exclusively to CPAs who meet and maintain stringent requirements, and the National Association of Personal Financial Advisors (NAPFA
), the largest professional association of fee-only comprehensive financial planners in the United States.
Baron Financial Group has earned coveted certification from the National Association of Personal Financial Advisors (NAPFA
), an industry organization dedicated to meeting the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
defines comprehensive financial planning advice to require consideration of each of the following areas for a client: income tax planning; cash flow; retirement planning; estate planning; investments; risk management, and any special needs planning.
Initially, the Project for Financial Independence will work with Habitat for Humanity, Mothers Against Drunk Driving and Volunteers of America to identify people needing assistance and link them to a local volunteer financial adviser belonging to one of the four participating membership organizations--the AICPA, FPA, NAPFA
Go to conferences conducted by the Financial Planning Association (FPA) or the National Association of Personal Financial Advisors (NAPFA
) when you are within a year of graduation to network and seek employment possibilities.
Advertising and marketing: Networking helped, as did joining the National Association of Personal Financial Advisers (NAPFA
) referral program and being listed in Worth and Mutual Funds magazines as a leader in the financial planning arena.
of Little Rock, has been admitted by the National Association of Personal Financial Advisors' (NAPFA
) as its only practicing financial planner in Arkansas.
Victor Hess, a veteran financial planner affiliated with the National Association of Personal Financial Advisors (napfa
.org), urges those planning to buy a first home to take into account their level of employment certainty before making any final decisions.
Eight years later, in 1992, veteran financial planner and one of the founders of NAPFA
, Jim Schwartz, wrote the seminal book for financial planners titled "Enough." As the title implies, Schwartz's book suggests that a financial planner's job is to help his or her clients determine how much money would be "enough" to reach their goals and to create a financial plan that would enable them to get there taking the lowest possible risk.
Thomas Clark, counsel with The Wagner Law Group, which specializes in ERISA and employee benefits, who conducted that NAPFA
session, conceded to the group of fee-only advisors that even after being immersed in the rule since the initial 2010 release, he sometimes feels he has "no familiarity" with it -- particularly as further inspection of the final rule reveals new surprises.