Geoffrey CAE's Contact Details

Geoffrey CAE's Company Details

National Association of Personal Financial Advisers

Arlington Heights, IL, US • 20 - 49 Employees
Financial Services

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.