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Mardi Lee Email
Executive Assistant to CEO . National Association of Personal Financial Advisors (NAPFA)
Chicago, IL
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Employees:
47Revenue:
$4.9MAbout
The National Association of Personal Financial Advisors is the nation's leading organization of Fee-Only comprehensive financial planning professionals. Since 1983, NAPFA's ranks have enjoyed steady growth, operating under a strict code of ethics and our widely recognized definition of Fee-Only compensation. NAPFA members are trusted, objective financial advisors for consumers and institutions alike. Individuals join NAPFA to enhance skills, market services and be a part of a collective, influential voice on matters that affect them and their clients. Through the Find an Advisor search function NAPFA offers consumers access to truly comprehensive, strictly Fee-Only financial advisors. At NAPFA, it is all based on a simple, straightforward mission. Professionals who become a NAPFA-Registered Financial Advisor are committed to the Core Values of the organization and agree to follow the NAPFA Fiduciary Oath and Code of Ethics. Mission - To promote the public interest by advancing the financial planning profession and supporting our members consistent with our core values. Core Values: Competency: Requiring the highest standards of proficiency in the industry. Comprehensive: Practicing a holistic approach to financial planning. Compensation: Using a Fee-Only model that facilitates objective advice. Client-centered: Committing to a fiduciary relationship that ensures the client's interest is always first. Complete Disclosure: Providing an explanation of fees and potential conflicts of interest. Vision - The public recognizes that NAPFA advocates the highest standards for personal financial planning and that NAPFA-Registered Financial Advisors are the most trusted advisors of choice.National Association of Personal Financial Advisors (NAPFA) Address
3250 N. Arlington Heights Road, Suite109Chicago, IL
United States