Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Specialized Expertise in Retirement Plans with a CPFA®
Navigating the complexities of retirement plans can be challenging. With a Certified Plan Fiduciary Advisor (CPFA®), you gain a financial professional equipped with specialized knowledge and a deep understanding of fiduciary responsibilities.
A CPFA® is dedicated to helping you review your retirement plans, identify potential concerns, and recommend tailored solutions. This helps ensure that your retirement strategy is robust and compliant with the highest standards.
Certified by the National Association of Plan Advisors (NAPA), CPFAs undergo rigorous training and examination to ensure they provide the highest level of expertise in retirement plan advising. This includes ongoing continuing education to stay current with evolving regulations and best practices.
NAPA was created by and for retirement plan advisors and is the leading advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA’s core purpose is to enhance retirement security in America, setting it apart as a leader for positive change in the retirement industry. Membership in NAPA means adhering to seven core principles, including providing high-quality, professional advice and maintaining ethical standards that prioritize clients' interests.
The CPFA® Advantage
CPFAs specialize in the intricacies of:
Why Choose a CPFA®?
When it comes to managing retirement plans, the expertise of a CPFA® can make a significant difference. CPFAs are trained to focus on the specific needs of fiduciaries of retirement plans, unlike broader financial planning certifications. This specialization means that they are adept at addressing the unique challenges and opportunities associated with 401(k)s, 403(b)s, and other defined contribution plans.
The information on this page is provided by napacpfa.org & smartasset.com.