We are thrilled to be NAPFA-Registered financial advisor!
The National Association of Personal Financial Advisors (NAPFA) holds one of the highest standards in the advisory industry.
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Our rich history began in 1983 when a group of advisors simply wanted to serve their clients without muddling the relationship with commissions. Since then we have developed high standards in the field and each advisor must sign and renew a Fiduciary Oath yearly and subscribe to our Code of Ethics. It’s all a part of the mission of NAPFA. The association provides support and education for over 3000 practitioners all over the country and is governed by the NAPFA Board of Directors and supported by our four Region Boards.Taken from https://www.napfa.org/firm/2321/1669
As a NAPFA-Registered financial advisor, we practice these values:
- The fee-only model allows us to provide our clients with objective financial advice that best meets their specific needs.
- Pacifica Wealth Advisors works for you, not for a brokerage firm, bank, or institution. Our success is directly linked to yours.
- Our clients fully understand our compensation. There are no hidden fees or charges.