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 Financial Therapist™ (CFT™) is a professional who integrates financial planning with therapeutic techniques to help individuals and couples address the emotional aspects of their financial lives. This unique approach combines expertise in finance and mental health to improve clients’ relationships with money and alleviate financial stress. Understanding the Role of a Certified Financial…
A Chartered Market Technician® (CMT) is a financial professional specializing in technical analysis to evaluate market trends, price movements, and investment strategies. CMT professionals use charts, indicators, and historical data to identify opportunities in stocks, commodities, currencies, and other asset classes. Investors working with a CMT can benefit from data-driven insights, disciplined risk management, and…
A Certified Financial Transitionist® (CeFT®) is a financial professional trained to assist clients through significant life events by addressing both the technical and personal aspects of financial change. This designation, offered by the Financial Transitionist Institute, equips advisors with specialized skills to guide individuals during transitions such as retirement, divorce, inheritance, or the sale of…
The Certified Plan Fiduciary Advisor (CPFA®) designation is a credential awarded by the National Association of Plan Advisors (NAPA) to financial professionals who specialize in retirement plan management. Advisors with the CPFA® designation are trained to act as fiduciaries, ensuring that workplace retirement plans comply with regulations and serve the best interests of plan participants….
A Retirement Management Advisor® (RMA®) is a financial professional specializing in guiding clients through the complexities of retirement planning. They focus on creating customized retirement income strategies that address the transition from asset accumulation to decumulation, aiming to ensure financial stability throughout retirement. Understanding the RMA® Designation The RMA® designation is conferred by the Investments…
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