Industry Partnerships
National Association of Personal Financial Planners (NAPFA)
NAPFA is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
CFA Institute
The Chartered Financial Analyst® (CFA) credential is the most respected and recognized investment management designation in the world.
CFP Board
The CFP® certification is the recognized standard of excellence for competent and ethical personal financial planning.
Dimensional Fund Advisors
Dimensional Investing is about implementing the great ideas in finance for our clients.
Fee-Only Network
FeeOnlyNetwork.com is a partnership with The National Association of Personal Financial Advisors (NAPFA). FeeOnlyNetwork.com showcases the expertise of these advisors and promotes consumer awareness of the Fee-Only financial advisor model. Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, estate planning, and more.
Financial Planning Association
Set realistic financial goals and put them into action with the help of a CERTIFIED FINANCIAL PLANNER™ professional who is a member of the Financial Planning Association.
Charles Schwab & Co.
The fee-only, RIA model is all about independence—but it's important to work with a custodian that supports you.
San Jose Silicon Valley Chamber of Commerce
The San Jose Chamber of Commerce is a unified organization committed to providing unique, innovative leadership and exemplary service to enhance prosperity in our community.
New Bern Area Chamber of Commerce
The New Bern Area Chamber of Commerce serves to positively cultivate economic stability for the local community by partnering with local businesses to promote and engage its members so they are positioned not only to succeed, but thrive.
Pleasanton Chamber of Commerce
We are proud members of the Pleasanton Chamber of Commerce in support of their mission:
- Creating and promoting economic opportunity
- Strengthening and educating our members and the community
- Influencing public policy
InvestmentNews
Since 1998, InvestmentNews has been delivering news and analysis essential to the business of financial advisers. Our weekly newspaper, which combines comprehensive news with accurate, independent reporting on the entire financial services industry, provides financial advisers with insight into the market unavailable in any other publication. Today, our readers have come to rely on InvestmentNews for up-to-date market information on the stories and events affecting their clients' investments, making us the number one source of news to the financial adviser community.
