NAPFA Fee-Only Financial Advisors

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Why these advisors?
146
video
views
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CRPC®
Lafayette, CA
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    Introduction - Blair Garner

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    Being a Fiduciary - Blair Garner

77
video
views
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AICPA, CDFA™, CFP®

"Fee-Only, Flat Fee, Fiduciary"

Leesburg, VA
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    Traditional Wealth Management - Bonnie Sewell

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    Divorce Financial Planning - Bonnie Sewell

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    LAUNCH - Bonnie Sewell

233
video
views
View profile Customer Survey: 98 How do we score?
CFP®, FPA

"Private Wealth Management for Your Vision of an Incredible Retirement®"

Winter Springs, Fl
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    Introduction - Brian Fricke

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    Investment Philosophy - Brian Fricke

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    Planning Philosophy - Brian Fricke

12
video
views
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CFP®

"Fee-only firm helping individuals and couples (both traditional and non-traditional) make more-informed decisions for their financial future"

Peachtree City, Georgia
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    Introduction - Carol Berger

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    What happens to my clients if something happens to me since I am a solo practitioner? - Carol Berger

44
video
views
View profile Customer Survey: -- How do we score?
CFP®, MBA

"Bridging the gap between your multiple life objectives and your money"

Coral Gables, Florida
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    Intro - Cathy Pareto

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    Investment Process - Cathy Pareto

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    The Importance of Independence, Competence, Service & Objectivity - Cathy Pareto

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    What you should know about LGBT Financial Planning - Cathy Pareto