Memberships

The Certified Financial Planner Board of Standards is a professional regulatory organization which promotes ethics, integrity and professional standards in personal financial planning. This gives the public an opportunity to have access to -- and benefit from -- competent, ethical financial planning. Individuals who meet rigorous certification requirements are certified by CFP Board to use its certification trademark. Tom completed DePaul University's educational program in financial planning in 2004.

The National Association of Personal Financial Advisors is the largest professional association of comprehensive, Fee-Only financial planners in the United States. The members of the National Association of Personal Financial Advisors (NAPFA) subscribe to a strict fiduciary oath. In addition, NAPFA members are required to fulfill significant continuing education requirements.