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…...
A Certified Public Accountant (CPA) is a licensed accounting professional who has met specific educational, examination, and experience requirements. CPAs are authorized to perform a range of accounting services, including auditing financial statements, preparing tax returns, and offering financial planning advice. Their designation signifies adherence to high ethical standards and a commitment to ongoing professional…
A Certified Retirement Counselor® (CRC®) is a financial professional specializing in retirement planning, equipped to guide individuals through the complexities of preparing for and managing retirement. Earning the CRC® designation signifies a mastery of both accumulation and distribution retirement planning concepts, adherence to a strict code of ethics, and a commitment to ongoing education. This…
In today’s rapidly evolving financial landscape, digital assets like cryptocurrencies and non-fungible tokens (NFTs) have become increasingly prominent. Navigating these complex and volatile markets requires specialized knowledge. A Certified Digital Asset Advisor (CDAA) is a financial professional equipped with the expertise to guide clients through the intricacies of digital asset investments, ensuring informed and strategic…
The Chartered Mutual Fund Counselor℠ (CMFC®) designation is a professional credential for financial advisors specializing in mutual funds. Offered by the College for Financial Planning—a Kaplan Company—the CMFC® program provides comprehensive education on mutual funds, including their structure, selection, and role in investment portfolios. While the program is no longer accepting new candidates, existing designees…
A Chartered Special Needs Consultant (ChSNC®) is a financial professional with specialized training to address the unique legal and financial planning requirements of individuals with disabilities and their families. ChSNCs are proficient in areas such as special needs trusts, life insurance, government benefits, estate planning, tax planning, medical expenses, and retirement planning for those with…
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
