Grace Kvantas Becomes NAPFA Approved Fee-Only Financial Planner

Grace R. Kvantas of Financial Symmetry, Inc. in Raleigh, NC has been accepted for membership in the NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA). With membership, Kvantas becomes affiliated with an organization of  more than 2,400 of the most‐qualified financial advisors in the nation who deliver objective, Fee‐Only advice.

Membership in NAPFA and the NAPFA ‐Registered Financial Advisor designation are available only to Fee‐Only financial advisors who meet NAPFA’s stringent membership qualifications.  Those standards require advisors to receive compensation only directly from their clients, to act in clients’ fiduciary interests at all times, and to provide comprehensive planning services. In addition, NAPFA has some of the profession’s most rigorous education and training requirements. 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.

“I  congratulate Grace for demonstrating her dedication to provide effective, transparent, client‐centered services by upholding the high standards that NAPFA sets for all its members,” said  NAPFA Chair Frank Moore.

In contrast to most financial professionals, 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. It is for this  reason that all NAPFA members must sign the Fiduciary Oath that explicitly promises to  “to  place the clients’ interests first.”
Mr. Frank Moore continued: “NAPFA members provide what today’s consumers want, an advisor that provides comprehensive financial planning advice in their best interest  with  transparency  of   the   costs.  We  welcome  Grace to   our  ranks  and   look   forward  to  her contributions  to   our organization.”

For  more  information   about Fee‐Only   financial   planning  and  NAPFA,  visit   www.napfa.org  or  call  toll free   1 ‐800 ‐366 ‐2732.

ABOUT NAPFA
Since  1983,  The   National  Association   of   Personal  Financial   Advisors  (NAPFA)   has  provided   Fee‐Only   financial  planners  across   the  country with some of the strictest guidelines possible for professional competency, comprehensive financial planning, and  Fee‐Only compensation. With more than 2,400 members across the country, NAPFA has become the leading  professional association in the United States dedicated to the advancement of Fee‐Only financial planning.

For more information on NAPFA, please visit www.napfa.org.

More Like This

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we are asked on a regular basis.

  • Hidden
  • This field is for validation purposes and should be left unchanged.

Blog Categories

Authors