FPA Membership
All of our primary advisors are members of the FPA®. Those advisors include:
The Financial Planning Association® (FPA®) is a leadership and advocacy organization for those who provide, support and benefit from financial planning.
From its earliest designs, the Financial Planning Association (FPA®) included a mandate that members adhere to a Code of Ethics that reflects their commitment to help clients achieve their life goals.
All FPA® members are asked to commit to this Code, CFP® certificants and non-CFP certificants alike.
FPA®'s Ethics Committee is charged by the Board of Directors with reviewing alleged violations to the Code of Ethics and advising staff on ways to enhance awareness by FPA® members of their obligations under the Code.
- Integrity
- Objectivity
- Competence
- Fairness
- Confidentiality
- Professionalism
- Diligence
