David Bromelkamp, long-time NAPFA member, founder of Allodium Investment Consultants, and author of "AdvisorSmart for the Individual Investor", graciously invited me to write the foreword for his book. This insightful guide advocates for individual investors to seek Fee-Only Fiduciary advisors and cautions against the marketing tactics and biased advice of…...
The Wealth Management Certified Professional® (WMCP®) designation, offered by The American College of Financial Services, equips financial advisors with advanced skills in goal-based wealth management. Through a comprehensive curriculum emphasizing behavioral finance, tax-efficient strategies, and portfolio construction, WMCP® designees are prepared to address the complex financial needs of clients. This certification is particularly beneficial for…
A Registered Financial Consultant (RFC®) is a financial professional who has met rigorous standards in education, experience, and ethics, as established by the International Association of Registered Financial Consultants (IARFC). RFC® designees are equipped to provide comprehensive financial advice, encompassing areas such as retirement planning, investment strategies, tax planning, and estate planning. Their commitment to…
A Qualified 401(k) Administrator (QKA®) is a retirement plan professional certified by the American Society of Pension Professionals & Actuaries (ASPPA). This credential signifies expertise in the administration and compliance of 401(k) and other defined contribution plans. QKA® professionals assist employers and consultants with plan recordkeeping, nondiscrimination testing, and ensuring adherence to regulatory requirements. Their…
A National Social Security Advisor (NSSA®) is a financial professional certified to provide specialized guidance on Social Security benefits. Through comprehensive training, NSSA® designees help individuals and couples navigate the complexities of Social Security, aiming to maximize their lifetime benefits and integrate them effectively into broader retirement plans. This expertise is particularly valuable for those…
The Certified Wealth Strategist® (CWS®) designation equips financial professionals with the skills to serve affluent clients through a blend of technical expertise and relationship management. Offered by Cannon Financial Institute, the CWS® program emphasizes client engagement, practice management, and comprehensive wealth planning. Advisors with this credential are trained to address complex financial needs, making them…
NAPFA & XYPN Members:
Have you claimed your FeeOnlyNetwork.com profile?
If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.
Download a newer browser
