I'm very excited to announce I've earned the Certified Plan Fiduciary Advisor-CPFA designation! Per the National Association of Plan Advisors (NAPA):
The Certified Plan Fiduciary Advisor (CPFA®) credential — developed by some of the nation’s leading advisors and retirement plan experts — demonstrates your knowledge, expertise and commitment to working with retirement plans.
Plan advisors who earn their CPFA® demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
Do you need help navigating retirement plan development, design, implementation and fiduciary responsibilities?
A Certified Plan Fiduciary Advisor (CPFA) is a financial professional that demonstrates expertise and experience working with retirement plans. During the CPFA certification, candidates spend around two months learning about fiduciary services for retirement plans.
CPFAs can help their clients review their financial status, identify potential concerns, and recommend the appropriate strategies for addressing these retirement matters.
Please feel free to contact me directly with any questions you might have with your retirement plan.