At Financial Symmetry, we understand that it can become easy to get lost in the long list of acronyms that financial planners use. Some planners use letters after his or her name, while other mention specific membership affiliations.
Let’s take a look at the credentials and membership affiliations of Financial Symmetry’s primary advisors.
- completion of a CFP® Board Certified education program
- passing a comprehensive examination
- fulfilling three years of full-time industry relevant work experience
- complying with the CFP® Board Code of Ethics
- ongoing, yearly continuing education.
All of our primary advisors have earned the CFP® Certification. Those advisors include:
NAPFA, short for National Association of Professional Financial Advisors, is a membership organization, that grants membership only to Fee-Only financial advisors who are paid directly by their clients.
NAPFA members receive no commissions or other rewards for selling financial products. Those forms of compensation create potential conflicts of interest that may serve to undermine an advisor’s objectivity and fiduciary responsibility.
NAPFA members also sign a Fiduciary Oath to “place the clients’ interests first.” In addition to tough standards on client-friendly compensation, NAPFA has some of the industry’s most rigorous education and training requirements for membership. All candidates for membership are required to submit a complete comprehensive financial plan for a full-scale peer review. Furthermore, NAPFA’s continuing education requirements exceed those of any other association of financial advisors.
All of our primary advisors are members of the FPA. Those advisors include:
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