Local Financial Advisor Joins Leading Association of Fee-Only Financial Planners

Nola Kulig, CFA, CFP® of Kulig Financial Advisors accepted for Membership in the National Association of Personal Financial Advisors (NAPFA)
 
LONGMEADOW, Mass. - June 26, 2014 - PRLog -- Nola Kulig of Kulig Financial Advisors in Longmeadow, MA has been accepted for membership in the NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA). With membership, Kulig becomes affiliated with an organization of more than 2,400 of the most-qualified financial advisors in the nation who deliver objective, Fee-Only advice.

Membership in NAPFA and the NAPFA-Registered Financial Advisor designation are available only to Fee-Only financial advisors who meet NAPFA's stringent membership qualifications. Those standards require advisors to receive compensation only directly from their clients, to act in clients' fiduciary interests at all times, and to provide comprehensive planning services. In addition, NAPFA has some of the industry's most rigorous education and training requirements. NAPFA's continuing education requirements also exceed those of any other association of financial advisors.

"I congratulate Nola for demonstrating her dedication to provide effective, transparent, client-centered services by upholding the high standards that NAPFA sets for all its members," said NAPFA Chair Linda Leitz.

About Nola Kulig, CFA, CFP®

Prior to starting her advisory practice, Nola managed Kulig Consulting LLC, a consulting firm to high net worth individuals and family wealth offices. Her previous experience includes Blue Heron Consulting, LLC, a boutique management consulting firm to investment management organizations; Blue Heron consulted on roughly $1 trillion in assets held by a global clientele. Before joining Blue Heron in 2000, she was part of the senior management of Russell Investment Group, then the country’s leading pension consulting firm and manager of over $100 billion in investments. Her most recent responsibilities there included managing $3 billion of assets. Nola also served as a senior investment strategist, a member of Russell’s Index Policy Committee and a consultant to Fortune 500 pension funds. Nola is a member of the CFA Institute, the Hartford CFA Society, the Garrett Planning Network and the National Association of Personal Financial Advisors. She serves on the board of directors of Christian Brothers Investment Services, Inc. in New York, and the First Church of Longmeadow Board of Trustees and Investment Committee.

For more information on Kulig Financial Advisors, please visit www.kuligfinancial.com.

Disclosures

Ms. Kulig is an investment advisor representative of and offers investment advisory services through Garrett Investment Advisors, LLC, a fee-only SEC registered investment advisor. 103 E. Van Buren, #357, Eureka Springs, AR, 72632. Tel: (910) FEE-ONLY [333-6659]

Media Contact
Nola Kulig
nkulig@kuligfinancial.com
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