Full membership in NAPFA entitles Jonathan N. Castle to use the designation "NAPFA-Registered Financial Advisor." Membership in NAPFA and the NAPFA-Registered Financial Advisor designation are available only to Fee-Only financial advisors who are paid directly by their clients. NAPFA members receive no commissions or other rewards for selling financial products. Those forms of compensation create potential conflicts of interest that may serve to undermine an advisor's objectivity and fiduciary responsibility. It is for this reason that all NAPFA members must sign our Fiduciary Oath, in that they explicitly promise to "to place the clients' interests first."
In addition to tough standards on client-friendly compensation, NAPFA has some of the industry's most rigorous education and training requirements. All candidates for membership are required to submit a complete comprehensive financial plan for a full-scale peer review. Furthermore, NAPFA's continuing education requirements exceed those of any other association of financial advisors.
"We welcome Jon to NAPFA," said NAPFA Chair Susan John, a financial planner in Wolfeboro, NH. NAPFA membership denotes a real accomplishment for any financial advisor. NAPFA has almost 2,300 members, and are always pleased when we can strengthen our ranks with well-trained, highly-committed financial advisors."
Ms. John continued: "Our mission for more than 25 years has been to provide comprehensive, client-centered advice to individuals and families. Our services are provided on a fee-only basis putting client interests first. Leaders of the financial services industry and the media recognize the superior nature of fee-only financial planning."
For more information about Fee-Only financial planning and NAPFA, visit our Web site at hups/rwww.napfa.org or call toll free 1-800-366- 2732.
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PARAGON Wealth Strategies is a fee-only financial planning, retirement planning, and investment advisory firm headquartered in Jacksonville, Florida.