Megan Rindskopf named a NAPFA-Registered Financial Advisor

October 28, 2013: Megan Rindskopf has attained the distinction of being named a NAPFA-Registered Financial Advisor. 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. NAPFA-Registered Financial Advisors are held to a rigorous education requirement in excess of that required by the CFP® Board, and must meet the following additional requirements to be considered for NAPFA’s highest level of membership: Advisor must maintain a CFP® designation Offer comprehensive financial planning services and submit a comprehensive financial plan for peer review Minimum of 3 years of comprehensive planning experience 60 hours of continuing education over the course of 2 years across all core areas of financial planning: Insurance & Risk Management, Investments, Income Tax Planning, Retirement Planning & Employee Benefits, Estate Planning, and Communications; and a minimum of 2 hours in Ethics of Financial Planning (CFP® requirement is 30 hours over 2 years) Must maintain NAPFA’s definition of a Fee-Only Financial Planner— NAPFA defines a Fee-Only financial advisor as one Read on! →