National Association of Personal Financial Advisors

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

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National Association of Personal Financial Advisors Employees

Employee
Years
Job
Industry
Geof Brown, CAE Geof Brown, CAE Greater Chicago Area Details
Geof Brown, CAE's National Association of Personal Financial Advisors Experience July 2013 - Present
Job CEO at National Association of Personal Financial Advisors
Industry Nonprofit Organization Management
Experience
National Association of Personal Financial Advisors   July 2013 - Present
Sentergroup, Inc.   February 2011 - June 2013
Giving Institute and Giving USA Foundation   February 2011 - June 2013
International Nortel Networks User Association   August 2008 - February 2011
SmithBucklin  August 2006 - February 2011
North-American Interfraternity Conference and Foundation   May 2000 - August 2006

Skills
Association Management, Non-profits, Meeting Planning, Fundraising, Strategic Planning, Volunteer Management, Event Management, Social Media, Event Planning, Marketing Communications, Program Development, Social Networking, Non-profit..., Public Speaking, Leadership Development, Nonprofits, Budgets, Project Management, Newsletters, Leadership, Management Consulting, Government, Public Relations, Community Outreach, Marketing, Grant Writing, Strategic Communications

Education
University of Maryland College Park   1995 — 2000
Bachelor of Arts (B.A.), Government and Politics

Indiana University-Purdue University at Indianapolis
Certificate, Fundraising Management

Ryan J. Blair Ryan J. Blair Dallas/Fort Worth Area Details
Ryan J. Blair's National Association of Personal Financial Advisors Experience December 2013 - Present
Job Director at SFMG Wealth Advisors
Industry Investment Management
Experience
SFMG Wealth Advisors   January 2011 - Present
National Association of Personal Financial Advisors   December 2013 - Present
SFMG Wealth Advisors   January 2009 - January 2011
SFMG Wealth Advisors   January 2006 - January 2009

Skills
Finance, Investments, Investment Management, Personal Finance, Wealth Management, Retirement Planning, Financial Planning, Financial Advisory, Wealth, Financial Analysis, Strategy, Wealth Management..., Asset Allocation, Certified Financial..., Investment Strategies, CRM, Asset Management, Employee Benefits, Tax, Project Planning, Insurance, Management

Education
Texas Tech University   2000 — 2005
Bachelor of Science (B.S.), Personal Financial Planning

Erin Baehr Erin Baehr Greater New York City Area Details
Erin Baehr's National Association of Personal Financial Advisors Experience 2008 - Present
Job Fee Only Financial Planner, Baehr Family Financial
Industry Financial Services
Experience
National Association of Personal Financial Advisors   2008 - Present
Pocono Record  November 2007 - Present
Baehr Family Financial, LLC   September 2007 - Present
New England Financial  2003 - 2007
College Hill Tax   2003 - 2007
H&R Block Financial Advisors  September 2001 - April 2003
H&R Block  January 2001 - September 2001

Education
College of Saint Elizabeth   1985 — 1987
Education

Villanova University   1984 — 1985
Liberal Arts

Karen Folk, Ph.D., CFP® Karen Folk, Ph.D., CFP® Urbana-Champaign, Illinois Area Details
Karen Folk, Ph.D., CFP®'s National Association of Personal Financial Advisors Experience May 1999 - Present
Job Financial Planner and CoOwner, Bluestem Financial Advisors, LLC
Industry Financial Services
Experience
Bluestem Financial Advisors, LLC   September 2011 - Present
National Association of Personal Financial Advisors   May 1999 - Present
ACA - Alliance of Cambridge Advisors   1999 - Present
Folk Financial Planning   April 1999 - August 2011
University of Wisconsin-Madison  August 1994 - May 1998
University of Illinois at Urbana-Champaign  August 1991 - July 1994
Oklahoma State University  December 1986 - July 1988
Oklahoma State University  April 1978 - July 1985
Yale University  August 1970 - April 1973

Skills
Retirement, Retirement Planning, Estate Planning, Strategic Financial..., Financial Advisory, Wealth Management, Investments, Financial Planners, Investment Advisory, Personal Finance, Wealth, IRAs

Education
University of Illinois at Urbana-Champaign   1988 — 1991
Ph.D., Family and Consumption Economics

Oklahoma State University   1984 — 1986
M.S., Family Economics

University of Illinois at Urbana-Champaign   1965 — 1970
A.B., English, Psychology

J David Lewis J David Lewis Knoxville, Tennessee Area Details
J David Lewis's National Association of Personal Financial Advisors Experience September 2015 - Present
Job Treasureer at National Association of Personal Financial Advisors
Industry Financial Services
Experience
Resource Advisory Services   March 1985 - Present
National Association of Personal Financial Advisors   September 2015 - Present
National Association of Personal Financial Advisors   September 2013 - Present
NAPFA Consumer Education Foundation   September 2013 - Present
J David Lewis Photography   June 1970 - Present
Foothills Land Conservancy   May 2013 - March 2014
Various Community Banks   1970 - 1983

Skills
Investments, Financial Advisory, Retirement, Financial Planning, Retirement Planning, Management, Personal Finance, Investment Management, Wealth, Finance

Education
Haslam College of Business at the University of Tennessee   1980 — 1982
MBA, Finance, Management, Human Resources

David Strege David Strege West Des Moines, Iowa Details
David Strege's National Association of Personal Financial Advisors Experience 2000 - Present
Job FeeOnly Financial Planner at Syverson Strege and Company
Industry Financial Services
Experience
National Association of Personal Financial Advisors   2000 - Present
Syverson Strege & Company  October 1997 - Present
Sherpa Investment Management a division of Syverson Strege and Company   October 1997 - Present
Capstone Study Group   1995 - Present
Certified Financial Planners Board of Standards   1982 - Present
Financial Planning Association  1982 - Present
FPSB   2007 - 2008
CFP Board  2004 - 2008
Financial Planning Association  1996 - 2000
Bryton Companies   October 1987 - October 1997

Skills
Financial Planning, Small Business, Estate Planning, Retirement Planning, Investments, Asset Management, Wealth, Personal Finance, Retirement, Portfolio Management

Education
Drake University   1977 — 1981
BSBA, Finance, focus on Personal Financial Planning

Concordia University-Portland   1976 — 1983

Curtis Smith, CFP® Curtis Smith, CFP® Houston, Texas Area Details
Curtis Smith, CFP®'s National Association of Personal Financial Advisors Experience 2007 - February 2012
Job Managing Director Central/Midwest Team at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors  December 2014 - Present
Houston Estate and Financial Forum   1992 - April 2015
Gainer Donnelly Wealth Advisors LLC   July 2013 - November 2014
USAA Wealth Management  February 2011 - June 2013
National Association of Personal Financial Advisors   2007 - February 2012
Interactive Capital Management   September 1991 - February 2011
Interactive Capital Management   1991 - February 2011
American Association of Individual Investors  1991 - 1998
Curtis A. Smith & Associates   August 1980 - September 1991
Institute of Certified Financial Planners   1986 - 1989

Education
College for Financial Planning   1982 — 1984
CFP Designation, Financial Planning

Texas Tech University - Rawls College of Business   1969 — 1974
BBA, Management and Marketing

Clear Creek High School   1966 — 1969

John Sestina John Sestina Columbus, Ohio Area Details
John Sestina's National Association of Personal Financial Advisors Experience January 1974 - Present
Job Founder at National Association of Personal Financial Advisors
Industry Financial Services
Experience
National Association of Personal Financial Advisors   January 1974 - Present
Financial Planning Association  January 1970 - Present
John E Sestina and Company  January 1965 - Present
John E. Sestina and Company  January 1965 - Present
Sestina Enterprises Inc   1980 - 2015

Skills
Strategic Financial..., Retirement Planning, Retirement, Financial Advisory, Portfolio Management, Investments, Estate Planning, Personal Finance, Financial Planners, Certified Financial..., Personal Financial..., Wealth, Wealth Management, Pensions, Leadership, Insurance, Investment Advisory, Asset Allocation, Business Analysis, Wealth Management..., 401k, Investment Strategies, Trusts, Asset, Small Business, Finance, IRAs, Employee Benefits, High Net Worth..., Asset Protection, Business Strategy, Management, Asset Management, Fixed Annuities, Life Insurance, Long-term Care, Mutual Funds, Securities, Alternative Investments, Risk Management, Training, Business Intelligence, Series 7, Business Planning, Wealth Accumulation, Savings, Investment Management, Business Process..., Disability Insurance, Bonds

Education
American College, Bryn Mawr   1980 — 1981
MSFS, Financial Services

University of Dayton
BS, Education

Sam H. Fawaz Sam H. Fawaz Greater Nashville Area Details
Sam H. Fawaz's National Association of Personal Financial Advisors Experience 2007 - Present
Job President, Y.D. Financial Services, Inc.
Industry Financial Services
Experience
National Association of Personal Financial Advisors   2007 - Present
Y.D. Financial Services, Inc.   January 1985 - Present
Financial Planning Association  2001 - 2010
Starfire Investment Advisers, Inc.   March 2004 - January 2008
Canton Chamber of Commerce   2003 - 2007
Haas Financial Services   2004 - 2004
PricewaterhouseCoopers  2001 - 2002
Arthur Andersen  1997 - 2001
Price Waterhouse  1985 - 1997

Education
Walsh College   1986 — 1990
MST, Taxation

University of Michigan-Dearborn   1980 — 1985
BBA, Accounting

Susan Slowinski Susan Slowinski Baltimore, Maryland Area Details
Susan Slowinski's National Association of Personal Financial Advisors Experience November 2012 - Present
Job CPA, CFP, Director of Tax Planning at Financial Consulate, Inc.
Industry Financial Services
Experience
National Association of Personal Financial Advisors   November 2012 - Present
Financial Consulate, Inc.   January 2012 - Present
Examiner.com  September 2010 - October 2012
Carlozo & Company, P.A.   July 2011 - September 2011
Blair & Associates, Inc.   2006 - June 2011
Robert Half Finance & Accounting  2005 - 2006
Scripps Networks  2001 - 2003
Independent Consultant  1999 - 2001
T. Rowe Price  1997 - 1999

Education
Eastern Michigan University
Masters Endorsement, Elementary Education

University of Toledo
Bachelor of Education, Secondary Education

Stefan Prvanov, CFP® Stefan Prvanov, CFP® Greater San Diego Area Details
Stefan Prvanov, CFP®'s National Association of Personal Financial Advisors Experience 2005 - 2008
Job Partner, Blankinship & Foster, LLC
Industry Investment Management
Experience
Blankinship & Foster, LLC   2002 - Present
National Association of Personal Financial Advisors   2005 - 2008
Sullivan, Bruyette, Speros, & Blayney, Inc.   1994 - 2002

Skills
Wealth Management, Portfolio Management, Personal Finance, Investments, High Net Worth...

Education
San Diego State University-California State University
BS, Finance, 1989

University of London

Becca Howard, MS Becca Howard, MS Greater Chicago Area Details
Becca Howard, MS's National Association of Personal Financial Advisors Experience April 2014 - July 2015
Job Marketing & Communications Pro: Unique, Valuable Perspective
Industry Financial Services
Experience
National Association of Personal Financial Advisors   April 2014 - July 2015
Society of Actuaries  August 2010 - March 2014
American Hospital Association  June 2007 - September 2010
E. Morris Communications  June 2006 - June 2007
DePaul University  2001 - 2004
DePaul University  August 2002 - April 2003

Skills
Marketing Communications, Integrated Marketing, Data Analysis, Project Management, Advertising, Management, Non-profits, Email Marketing, Marketing Analytics, Association Management, Healthcare, Branding & Identity, Marketing..., Marketing Event Planning, Community Outreach, Strategic Communications, Public Health, Marketing Research, Public Speaking, University Relations, Policy Analysis, Event Planning, Connecting People, Social Media Marketing, Brochure Production, Corporate Websites, Nonprofits, Marketing, Social Media

Education
DePaul University
MS

DePaul University
Bachelor of Arts (B.A.)

Lake Michigan Catholic

Jeremy Thomason Jeremy Thomason Vernon Hills, Illinois Details
Jeremy Thomason's National Association of Personal Financial Advisors Experience February 2006 - February 2007
Job Image Design Assistant at Groupon
Industry Consumer Electronics
Experience
Groupon  November 2014 - January 2015
Zebra Technologies  June 2014 - July 2014
Learning Resources  March 2014 - April 2014
Champps Americana  August 2010 - February 2014
Illinois Insurance Consultants   January 2011 - November 2013
Starbucks  June 2007 - August 2010
Dominick’s Fine Foods   June 2006 - February 2007
National Association of Personal Financial Advisors   February 2006 - February 2007
Tortilla Grill & Cantina   August 2005 - February 2006

Skills
Restaurants, Restaurant Management, Food Service, Customer Service, Food & Beverage, Microsoft Office, Microsoft Word, PowerPoint, Hospitality, Time Management, Menu Development, Food, Marketing Communications, Employee Training, Consulting, Editorial, Internet, Interviews, Journalism, Networking, Proofreading, Quality Assurance, Research, Social Media, Typing, Tutoring, Writing, Creative Writing, Compliance, Cashiering, Blogging, AP Style

Education
Columbia College Chicago   2009 — 2011
BFA, Fiction Writing

Columbia College Chicago   2008 — 2010
Bachelor of Fine Arts (B.F.A.), Fiction Writing

College of Lake County   2006 — 2008
Associate's degree, Creative Writing

Ben Lewis Ben Lewis Washington D.C. Metro Area Details
Ben Lewis's National Association of Personal Financial Advisors Experience September 2010 - June 2013
Job Director of Public Relations at FPA Connecting financial professionals with trade and consumer journalists
Industry Public Relations and Communications
Experience
Financial Planning Association (FPA)   July 2013 - Present
National Association of Personal Financial Advisors   September 2010 - June 2013
National Association of Personal Financial Advisors   August 2005 - September 2010
Perception  October 2002 - September 2010
The Scarborough Group, Inc.   June 1999 - October 2002
Sigma Alpha Epsilon Fraternity and Foundation   November 1996 - August 1999
Swett For U.S. Senate '96   November 1995 - November 1996

Skills
Public Relations, Media Relations, Strategic Communications, Public Speaking, Social Media, Marketing Strategy, Marketing Communications, Corporate Communications, Press Releases, Internal Communications, Blogging, Coaching, Communication Training, Crisis Communications, Publicity, Reputation Management, Spokesperson, Brand Development, Financial Communications, Adobe Creative Suite, WordPress, Newsletters, Content Management, Speech Writing, Marketing, Message Development, Web Content

Education
Bradley University   1991 — 1995
Bachelor of Science (B.S.), Public Relations

Karen Nystrom Karen Nystrom Denver, Colorado Details
Karen Nystrom's National Association of Personal Financial Advisors Experience April 2011 - July 2013
Job Director of Advocacy at Financial Planning Association
Industry Nonprofit Organization Management
Experience
Financial Planning Association (FPA)   July 2013 - Present
National Association of Personal Financial Advisors   April 2011 - July 2013
Daniel Biss for State Representative   February 2010 - November 2010
Hoffman for Illinois   September 2009 - February 2010
St. Rep. Elaine Nekritz   January 2005 - September 2009
North Suburban United Way   May 2001 - January 2005
University of Tennessee at Chattanooga  August 1995 - May 1999

Skills
Non-profits, Public Speaking, Social Media, Fundraising, Volunteer Management, Public Policy, Nonprofits, Campaign Management, Grassroots Organizing, Event Planning, Leadership Development, Community Outreach, Leadership, Editing, Legislative Relations, Strategic Communications, Political Campaigns, Politics, Grassroots

Education
Ripon College
B.A., English

Vermont College
M.F.A., Writing

New Trier East High School
Diploma