NAPFA Company

Description

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

Employee
Years
Job
Industry
Bobbie Munroe Bobbie Munroe Tallahassee, Florida Area Details
Bobbie Munroe's NAPFA Experience June 2008 - August 2010
Job Financial Planner / Owner Supporting Your Choices Inc
Industry Financial Services
Experience
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

Peggy Kessinger, CFP®, MBA Peggy Kessinger, CFP®, MBA Beaverton, Oregon Details
Peggy Kessinger, CFP®, MBA's NAPFA Experience 2007 - Present
Job CERTIFIED FINANCIAL PLANNER™, Feeonly Financial Advisor at Cedar Financial Advisors, LLC
Industry Financial Services
Experience
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

Teri Thomas Tornroos, CFP® EA Teri Thomas Tornroos, CFP® EA Greater Atlanta Area Details
Teri Thomas Tornroos, CFP® EA's NAPFA Experience 2009 - Present
Job Principal, Evergreen Financial Planning, LLC, a feeonly financial planning and tax advisory firm
Industry Financial Services
Experience
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

Liane Warcup Liane Warcup Greater Chicago Area Details
Liane Warcup's NAPFA Experience 2006 - April 2013
Job President, Clarus Financial Planning, Inc.
Industry Financial Services
Experience
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

Jane Evelyn, CFP® Jane Evelyn, CFP® Greater Boston Area Details
Jane Evelyn, CFP®'s NAPFA Experience 2011 - Present
Job Financial Advisor at BECK BODE WEALTH MANAGEMENT
Industry Financial Services
Experience
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

Peter Skeffington Peter Skeffington Reno, Nevada Details
Peter Skeffington's NAPFA Experience 2007 - 2009
Job President Skeffington Consulting LLC
Industry Management Consulting
Experience
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

James Garvin James Garvin Davis, California Details
James Garvin's NAPFA Experience 2012 - 2012
Job Director of Business Programs at UC Davis Extension
Industry Education Management
Experience
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

Krista Johnson, MBA Krista Johnson, MBA Frederick, Maryland Details
Krista Johnson, MBA's NAPFA Experience 2008 - 2010
Job Owner, Spearhead Marketing and Promotions LLC and Dog Gone Special Pet Services
Industry Marketing and Advertising
Experience
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

Bevin Callan Bevin Callan Greater Chicago Area Details
Bevin Callan's NAPFA Experience February 2013 - Present
Job Senior Manager, Membership Operations
Industry Nonprofit Organization Management
Experience
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

Martin Mesecke, CFP Martin Mesecke, CFP Oxford, Mississippi Details
Martin Mesecke, CFP's NAPFA Experience 2000 - 2011
Job Owner, SelfWorth Financial Planning
Industry Investment Management
Experience
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

Peg Downey Peg Downey Washington D.C. Metro Area Details
Peg Downey's NAPFA Experience 1982 - 2010
Job Principal at Direction$
Industry Financial Services
Experience
Money Plans   PrincipalDirection$January 2010 - Present
NAPFA   1982 - 2010

Education
University of Rochester   1960 — 1964

Don Claussen Don Claussen Greater Nashville Area Details
Don Claussen's NAPFA Experience 2001 - September 2012
Job Member at Hendersonville Rotary Club
Industry Photography
Experience
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

Steve Wightman, CFP Steve Wightman, CFP Greater Boston Area Details
Steve Wightman, CFP's NAPFA Experience 1995 - 2011
Job Publisher at Wightman Financial, LLC
Industry Publishing
Experience
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

Stephen Craffen, MBA, MS, CFA Stephen Craffen, MBA, MS, CFA Greater New York City Area Details
Stephen Craffen, MBA, MS, CFA's NAPFA Experience 1998 - 2013
Job Owner, Stonegate Wealth Management, LLC
Industry Investment Management
Experience
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

Mark Gibbs Mark Gibbs Greater Atlanta Area Details
Mark Gibbs's NAPFA Experience 2005 - August 2012
Job Managing Director for JT Stratford
Industry Financial Services
Experience
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

Eric Georgevich Eric Georgevich Portland, Oregon Area Details
Eric Georgevich's NAPFA Experience July 2002 - July 2007
Job Graphic Designer and Magazine Layout Artist
Industry Graphic Design
Experience
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

Ellen Ginsberg Ellen Ginsberg Greater Boston Area Details
Ellen Ginsberg's NAPFA Experience 2007 - Present
Job Financial Planner, Harbor Asset Planning
Industry Financial Services
Experience
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

Frank C Presson, III Frank C Presson, III Tucson, Arizona Area Details
Frank C Presson, III's NAPFA Experience 1993 - Present
Job Owner, Presson Financial Associates, LLC
Industry Financial Services
Experience
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

Christine Falvello Christine Falvello Scranton, Pennsylvania Area Details
Christine Falvello's NAPFA Experience 1993 - Present
Job Principal at Navigate Financial Advisors
Industry Financial Services
Experience
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

Cindi Hill, CFP®, IACCP℠ Cindi Hill, CFP®, IACCP℠ Greater San Diego Area Details
Cindi Hill, CFP®, IACCP℠'s NAPFA Experience 2007 - August 2011
Job Compliance Outsource Professional
Industry Financial Services
Experience
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)

Renee Brodsky Renee Brodsky Lake Zurich, Illinois Details
Renee Brodsky's NAPFA Experience July 1995 - February 2010
Job Concierge at Cedar Lake Assisted Living and Memory Care
Industry Events Services
Experience
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