Affiliations
We adhere to the standards of professional excellence
and integrity of the following organizations:
NAPFA – National
Association of Personal Financial Advisors
The nation’s leading organization dedicated to the advancement of Fee-Only
financial planning. Professionals who are accepted as NAPFA-Registered Financial
Advisors must subscribe to a strict fiduciary oath and Code of Ethics and are
required to fulfill significant continuing education requirements. |
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FPA – The Financial Planning Association
The world's largest membership organization for the financial planning community. Members include individuals and companies who have contributed to building the
financial planning profession. FPA members are dedicated to supporting the financial planning process in order to help people achieve their goals and dreams. |
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Garrett Planning Network
An international network of Fee-Only financial planners dedicated to making commission-free advice available to everyone on an hourly, as-needed basis. Members bring the collective wisdom of the entire
network – comprised of over 300 financial planning and allied professionals – to their own individual practices. |
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Certified
Financial Planner Board of Standards, Inc.
A professional regulatory organization which promotes
ethics, integrity and professional standards in personal financial
planning. Their mission is to assure that the
public has access to -- and benefits from -- competent, ethical financial planning.
Individuals who meet rigorous certification requirements are certified by the
CFP® Board to use its certification trademark.
Kathleen Campbell has completed the CFP® Board Registered education program through the University of Georgia's Terry College of Business and will soon sit for the CFP® Certification Exam.
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CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks
owned by the Certified Financial Planner Board of Standards, Inc. These
marks are awarded to individuals who successfully complete the CFP Board’s
initial and ongoing certification requirements.
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