Some of our Primary Advisors are members of the FPA®.  Those advisors include:

• Allison Berger
• Grace Kvantas

The Financial Planning Association® (FPA®) is a leadership and advocacy organization for those who provide, support and benefit from financial planning.

From its earliest designs, the Financial Planning Association (FPA®) included a mandate that members adhere to a Code of Ethics that reflects their commitment to help clients achieve their life goals.

All FPA® members are asked to commit to this Code, CFP® certificants and non-CFP® certificants alike.

FPA®’s Ethics Committee is charged by the Board of Directors with reviewing alleged violations to the Code of Ethics and advising staff on ways to enhance awareness by FPA® members of their obligations under the Code.

• Integrity
• Objectivity
• Competence
• Fairness
• Confidentiality
• Professionalism
• Diligence