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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.


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.


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

CFA Institute

The Chartered Financial Analyst® (CFA) credential is the most respected and recognized investment management designation in the world.


Fee-Only Network is a partnership with The National Association of Personal Financial Advisors (NAPFA). 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.


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.



Investopedia is the world’s leading source of financial content on the web, ranging from market news to retirement strategies, investing education to insights from scholars and investment professionals around 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.


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.



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.