NAPFA Company
National Association of Personal Financial Advisors is an American financial planning trade organization created in 1983 to expand the use of fee-only financial advisors by individual consumers. Founded: 1983 Type of business: Trade association
NAPFA List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at NAPFA. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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NAPFA Employees
Supporting Your Choices, Inc. (formerly Fraser Financial) January 1999 - Present
Richard C Munroe Foundation 1993 - Present
NAPFA June 2008 - August 2010
FPA of GA 2004 - 2006
Skills
Strategic Financial..., Investments, Retirement, Financial Planners, Small Business, Investment Management, Leadership, Financial Services, Finance, Tax, Retirement Planning, Estate Planning
Education
Rice University 1971 — 1975
BA, History
The Westminster Schools 1968 — 1971
Cedar Financial Advisors, LLC October 2011 - Present
Plumper Pumpkin Patch & Tree Farm, LLC October 1998 - Present
NAPFA 2007 - Present
Lifestyle Financial Planning, LLC December 2007 - September 2011
Kessinger Consulting December 2007 - July 2010
Intel January 1982 - May 1999
Skills
Financial Planning, Wealth Management, Retirement Planning, Executive Coaching, Estate Planning, Asset Management, Retirement, Asset Allocation
Education
University of Portland 2007 — 2007
Executive Certifiicate, Financial Planning
University of Oregon - Charles H. Lundquist College of Business 1989 — 1991
MBA, Business
University of Michigan 1978 — 1981
BS, Industrial & Operations Engineering
Oak Park 1973 — 1978
High School
NAPFA 2009 - Present
Garrett Planning Network 2008 - Present
Evergreen Financial Planning, LLC 2007 - Present
FPA 2007 - Present
H R Block 2005 - 2008
Chango and Murdock Elementary Schools 1991 - 2005
General Electric 1978 - 1990
Education
Emory University 2007 — 2008
Certificate, Financial Planning
Bates College 1973 — 1977
BS, Biology
Garrett
Fee-Only Hourly Financial Planning
Clarus Financial Planning, Inc. August 2005 - Present
NAPFA 2006 - April 2013
Garrett Planning Network 2005 - 2013
EDJ&AGE April 1997 - April 2005
USAF June 1991 - May 1997
Skills
Strategic Financial..., Investments, Estate Planning, Financial Advisory, Retirement Planning, Sales, Investment Advisory, Mutual Funds, Project Planning, Retirement, Financial Planners, IRAs, Personal Finance, Risk Management, Financial Planning, Strategic Planning, Finance, Portfolio Management, Pensions, Insurance
Education
University of Maryland College Park 1991 — 1993
Masters, Public Sector Financial Management
United States Air Force Academy 1987 — 1991
Bachelor of Science, Political Science with a Chinese Minor
NAPFA 2011 - Present
Dover Hills Financial November 2002 - Present
Financial Planning Association 2007 - Present
Beck Bode Wealth Management January 2015 - Present
BECK BODE WEALTH MANAGEMENT January 2015 - Present
1717 Capital Management 1997 - 2003
Skills
Bond Investing, Retirement Income..., Estate Planning, Tax Planning, Budgeting, Retirement Planning, Investment Strategies, Financial Planning, Bonds
Education
Northwestern University
BA, Economics
College of Financial Planning
CFP, Financial Planning
Niagara Falls High School
Skeffington Consulting April 2009 - Present
Time Technology September 2000 - Present
NAPFA 2007 - 2009
Portal 2006 - 2009
GE Capital 1997 - 2001
Woodchester Finance 1987 - 1997
Skills
Strategic Planning, Management, Business Process..., Change Management, Messaging, Cloud Computing, Enterprise Software, Solution Selling, Lotus Notes, Business Analysis, Management Consulting, Enterprise Content..., Demand Generation, Channel Partners
Education
Manchester University
Physics
UC Davis Extension January 2014 - Present
The MarkeTech Group June 2010 - December 2013
NAPFA 2012 - 2012
FiGuide June 2009 - June 2010
UC Davis Graduate School of Management September 2008 - June 2010
Gaebler.com April 2009 - April 2010
Genentech March 2009 - June 2009
AcroMetrix April 2005 - January 2009
R&D Systems January 2004 - March 2005
National Institutes of Health May 2002 - December 2003
Skills
Marketing Strategy, Strategic Planning, Customer Relations, Data Analysis, Product Management, Market Research, consulting
Education
University of California, Davis - Graduate School of Management 2007 — 2010
MBA
Lynchburg College 1998 — 2002
BS
Dog Gone Special Pet Services May 2015 - Present
Spearhead Marketing and Promotions 2013 - Present
Strategic Experiential Group 2010 - 2012
NAPFA 2008 - 2010
Legacy Marketing Partners 2006 - 2008
Skills
Marketing Activation, Brand Leverage, Event Planning, Competitive Analysis, Marketing Operations, Operations Management, Nonprofits, Sales, Management, Marketing, Product Launch, Project Management, Relationship Marketing, Event Management, Trade Shows, New Business Development, Leadership, Facebook, Marketing Strategy, Brand Management, Brand Awareness, Guerrilla Marketing, Marketing Management, Integrated Marketing, Brand Development, Marketing Communications, Market Planning, Sponsorship, Market Research, Public Relations, Product Marketing, Social Media, B2B, Field Marketing, CRM, Email Marketing, Advertising, Social Networking, Online Marketing, Social Media Marketing, Mobile Marketing, Direct Marketing, Marketing Research, Lead Generation, Online Advertising, Account Management, Digital Marketing, Sports Marketing, Media Relations, Entrepreneurship
Education
Mount Saint Mary's University - MBA 2005 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
James Madison University
Bachelor of Science (BS), Public Administration, concentration in Criminal Justice
NAPFA February 2013 - Present
AmeriCorps Alums Chicago 2009 - Present
ISACA March 2006 - February 2013
AmeriCorps NCCC September 2003 - July 2005
Skills
Business Continuity, Information Security..., Information Security, Internal Audit, IT Audit, Network Administration, Accounting, Public Relations, Budgets, Management, Membership Relations, Editing, Association Memberships, Social Media, Membership Growth, Non-profit Leadership, Newsletters, Marketing, Process Improvement, Recruiting, Nonprofits, Fundraising, Volunteer Management, Event Planning, Community Outreach, Leadership, Training, Public Speaking, Project Management, Team Leadership, Program Management, Social Media Marketing, Microsoft Office, Strategic Planning, Research, Program Development, Customer Service, Event Management, Social Networking, Relationship Building, Staff Development, Time Management, Microsoft Excel, PowerPoint
Education
Kaplan University 2007 — 2009
MS, Global Issues in Criminal Justice, 4.0
Eastern Michigan University 2001 — 2003
BS, Criminal Justice
Oakland Community College 1999 — 2001
General
Tommy Morgan Inc Realtors September 2014 - Present
Self-Worth Financial Planning LLC 2001 - Present
NAPFA 2000 - 2011
Allen Chamber 2001 - 2007
Skills
Retirement Planning, Estate Planning, Wealth Management, Investments, Strategic Financial..., Investment Management, Portfolio Management, High Net Worth..., Financial Services, Finance, Investment Strategies, Asset Management, Personal Finance, Mutual Funds, Investment Advisory, Wealth Accumulation, Securities, Asset Allocation, Financial Advisory, Wealth, Financial Planners, 401k, Retirement, Wealth Management..., IRAs, Fixed Annuities, Financial Goals, ETFs, Alternative Investments, Series 7, Long-term Care, Roth IRA, Series 63, Bonds, Pensions, Life Insurance, Financial Planning, Management, Strategic Planning
Education
University of North Texas 1983 — 1985
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Southern Methodist University 1981 — 1983
Plano Sr High
Money Plans PrincipalDirection$January 2010 - Present
NAPFA 1982 - 2010
Education
University of Rochester 1960 — 1964
Trap the Light Photography January 2009 - Present
ATX of Southern California 2009 - Present
Hendersonville Rotary Club January 2006 - Present
Software Mechanics January 1985 - Present
NAPFA 2001 - September 2012
Hendersonville Chamber of Commerce 2011 - 2012
Trap the Light Photography 2008 - 2010
Trap the Light Photography 2000 - 2010
Datatel 1975 - 2008
Skills
Photography, Photoshop, Public Speaking, Web Design, Marketing, Social Media, Illustrator, Digital Photography, Photos, Adobe Creative Suite, Nonprofits, Portrait Photography, Social Networking, Research, Marketing Communications, Customer Service, Fine Art Photography, Lightroom, Microsoft Office, Time Management, Social Media Marketing, Advertising, Graphic Design, Blogging, Online Marketing, Email Marketing, HTML, Editing, Event Planning
Education
The George Washington University 1987 — 1989
Masters, Information Technology
The University of Texas at Austin 1969 — 1973
Math/CS, Computer Science
Lipscomb University
Wightman Financial, LLC January 2012 - Present
Wightman Financial Network February 1995 - Present
Hanscom Federal Credit Union January 2012 - Present
Hanscom Federal Credit Union June 2010 - Present
Wightman Financial Network, LLC February 2005 - Present
Financial Advisor Magazine February 1995 - Present
Wightman Financial Network, LLC October 1994 - December 2011
NAPFA 1995 - 2011
Skills
Public Speaking, Writing, Retirement Planning, Financial Planning, Investments, Wealth, Financial Advisory, Money, Strategic Financial..., Retirement, Finance, Leadership, Business Development, Personal Finance, Estate Planning, Financial Planners, Asset Allocation
Education
College for Financial Planning 1986 — 1994
CFP, Personal Finance
Rivier College 1977 — 1979
Bachelor of Science, Medical technology and teaching
Military 1977 — 2007
US Army Reserve, Leadership
Stonegate Wealth Management, LLC January 1992 - Present
NAPFA 1998 - 2013
Prudential Financial July 1988 - December 1992
Singer, Electronic Systems Division July 1985 - July 1988
Skills
Estate Planning, Financial Advisory, Strategic Financial..., Investments, Portfolio Management, Wealth Management..., Wealth, Asset Allocation, Investment Management, Investment Advisory, Investment Strategies, 401k, Mutual Funds, Retirement, Alternative Investments, High Net Worth..., Series 7, Securities, Asset Managment, Wealth Management, Retirement Planning
Education
SYMMYS Advanced Risk and Portfolio Bootcamp (ARPM Bootcamp)
Portfolio Management, Statistics, Risk Management
Self Study 1999 — 2003
CFA Charterholder, Portfolio Management
College for Financial Planning 1993 — 1998
MS, Retirement Planning, Estate Planning
American College 1988 — 1992
ChFC, CLU, Financial Planning
Stevens Institute of Technology 1973 — 1985
BE, Electrical Engineering, Physics
Rutgers, The State University of New Jersey-Newark 1979 — 1983
MBA, Finance
Dumont High School 1969 — 1973
JT Stratford, LLC April 2015 - Present
Gibbs Financial Planning Services July 2004 - Present
Gibbs Financial Planning Services July 2004 - Present
Nattional Association of Personal Financial Advisors (NAPFA) September 2011 - August 2012
NAPFA 2005 - August 2012
Flowers Foods Specialty Group January 1992 - July 2004
Mrs. Smith's Bakeries 1999 - 2002
Skills
Retirement Planning, Retirement, Wealth Management, Financial Planning, Investment Management, Strategic Financial..., Financial Planners, Portfolio Management, Personal Finance, Estate Planning, Investment Advisory, Asset Managment, Financial Advisory, Asset Allocation, Asset Management, Investment Strategies, Wealth, Financial Reporting
Education
Georgia State University - J. Mack Robinson College of Business 2004 — 2005
MBA, Personal Financial Planning
Georgia State University - J. Mack Robinson College of Business 1999 — 2002
MBA, Finance
Valdosta State University 1987 — 1991
Bachelor of Business Administration (BBA), Accounting
Pepperleaf, Inc August 2007 - Present
NAPFA July 2002 - July 2007
Skills
Graphic Design, Layout, Photoshop, Microsoft Office, Magazines, Illustrator, InDesign, Logo Design, Online Advertising, Meditation, Mindfulness Meditation, Guitar, Bass Guitar, Drums, Songwriting
Education
University of Illinois at Urbana-Champaign 1998 — 2001
Bachelor of Science (BS), Advertising
Lane Technical High School 1994 — 1997
NAPFA 2007 - Present
Harbor Asset Planning May 2006 - Present
Skills
Asset Allocation, Financial Planners, Investment Advisory, Estate Planning, Retirement Planning, Investment Management, Wealth Management, Strategic Financial..., Investments, Portfolio Management, Finance, Wealth Accumulation, Financial Analysis, Financial Advisory, Financial Planning
Education
Boston College Law School 1985 — 1988
University of Massachusetts, Amherst 1978 — 1982
BA, Chinese, Asian History
Farmingdale High School
Tufts University - The Fletcher School of Law and Diplomacy
NAPFA 1993 - Present
Presson Financial Associates, LLC November 1992 - Present
Skills
Retirement Planning, Wealth Management, Retirement, Estate Planning, Financial Advisory, Investment Advisory, Strategic Financial..., Asset Allocation, Investment Management, Personal Finance, Investment Strategies, Investments, Asset Managment, Financial Planners, Portfolio Management, Financial Goals, Wealth Accumulation, Wealth, Risk Management, High Net Worth..., Mutual Funds, IRAs, 401k, Asset Management, Financial Planning
Education
College of Financial Planning 1992 — 1994
CFP, Comprehensive financial planning
American University 1958 — 1961
BA, Economics
Navigate Financial Advisors January 2003 - Present
NAPFA 1993 - Present
JoycePayne Partners June 1993 - December 2002
Skills
Retirement, Retirement Planning, Retirement Capital Needs, Investment Planning, Investment Management, Estate Planning, Finance, Financial Advisory, Personal Finance, Financial Planning, Financial Planners, Portfolio Management
Education
College for Financial Planning 1995 — 1999
M.S., Financial Planning
College for Financial Planning 1981 — 1986
CFP, Certified Financial Panning
Lehigh University 1973 — 1974
M.Ed., Counselor Education
Dickinson College 1969 — 1973
B.A., Psychology
Hill Compliance Advisors January 2007 - Present
San Diego Women's Foundation July 2011 - 2012
National Society of Compliance Professionals 2009 - 2012
Virtual Solutions for Advisors 2009 - 2012
ElderHelp of San Diego 2000 - 2012
NAPFA 2007 - August 2011
Cullington Hill Advisors July 2004 - December 2006
Blankinship & Foster 1997 - 2003
Skills
Compliance
Education
San Jose State University
BS, Business Administration (Finance)
Cedar Lake Assisted Living and Memory Care July 2014 - Present
NAPFA July 1995 - February 2010
Skills
Event Management, Event Planning, Customer Service, Budgets, Microsoft Office, Corporate Events, Social Media, Marketing, Microsoft Excel, Marketing Communications, Marketing Strategy, Public Speaking, Social Media Marketing, Strategic Planning, Public Relations
Education
Northern Illinois University