Shakespeare is committed to the financial planning profession and strives to maintain the highest level of technical competencies. In that regard, our financial advisors belong to several professional associations and adhere to their strict competency and ethical standards. As a result of our commitment to the financial profession, clients receive a deeper level of advice which leads to better outcomes for your family.
National Association of Financial Advisors (NAPFA)
Shakespeare is a proud member of the National Association of Financial Advisors (NAPFA). NAPFA is the premier professional association catering to Fee-Only financial advisors. NAPFA Advisors must be a Certified Financial Planner (CFP) in good standing and demonstrated technical competence in the key areas of financial planning. To maintain our NAPFA membership we complete 60 hours of Continuing Education every two years and take a fiduciary oath to always put client interests first.
Shakespeare Members: Kevin, Andrea, Mark
Financial Planning Association (FPA)
The Financial Planning Association® (FPA®) is the largest membership organization for CFP®professionals in the U.S. FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients. FPA’s One Connection™ for professional development, business success, advocacy and community at the national and chapter levels is truly indispensable in the advancement of today’s CFP®professionals.
Shakespeare Members: Kevin, Andrea, Mark, Nick
Fee-Only Network
The Fee-Only Network works for the greater good of the financial industry by amplifying the messages of the organizations that champion the fee-only advisor and fiduciary standard, especially the National Association of Personal Financial Advisors (NAPFA). We provide professional educational content in order to increase public awareness of why ‘fee-only’ matters when choosing a financial advisory firm.
Shakespeare Members: Kevin, Andrea, Mark
CFA Institute
The mission of CFA Institute is served by generating value for core investment management professionals and engaging with the core investment management industry to advance ethics, market integrity, and professional standards of practice, which collectively contributes value to society. CFA Institute seeks to set professional standards for investment management practitioners and broadly engage other finance professionals through their interest and interactions with the investment management industry. Improving outcomes for investors advances our social mission and benefits members through greater demand for educated and ethical investment management professionals.
Shakespeare Members: Nick
