Strategic Alliances

In order to maintain his professional status and to be part of organizations that foster and promote objective, broad-based, fee-only financial planning, Carl maintains membership or is affiliated with the following organizations:

Certified Financial Planner Board

The Certified Financial Planner Board is the organization that confers the Certified Financial Planner designation and enforces compliance with ethical and professional standards by certificants. In order to earn the CFP® designation, a candidate must meet the following requirements:

  • Education - must have earned a bachelors degree, plus an approved course of study that includes specialized training in various financial planning topics such as Investments, Insurance, Income Tax, Estate, Retirement, Communication, and Fiduciary Responsibility.
  • Examination - must pass a rigorous, multi-discipline exam administered by the CFP® Board
  • Experience - must have three years of experience in the financial planning process
  • Ethics - must agree to adhere to the CFP® Board’s Standards of Professional Conduct

For more information, please visit the CFP® Board Website


National Association of Personal Financial Advisors

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 members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families
  • To be the champion of financial services delivered in the public interest
  • To be the standard bearer for the emerging profession of financial planning

To find out more, visit the NAPFA website.


Fee-Only Network

The Fee-Only Network enables consumers to locate fee-only financial advisors in their area. They also assist consumers in their search by providing education materials and other resources related to financial planning. Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, estate planning, and more.

You can visit the Fee-Only Network here.