NAPFA - National Association of Personal Financial Advisors Employee Directory

Financial ServicesIllinois, United States11-50 Employees

NAPFA is a national association serving fee-only, comprehensive financial planning professionals within the financial services industry. Founded in 1983, it has grown its membership while operating under a strict ethics framework and a widely recognized definition of fee-only compensation, positioning its members as objective fiduciary advisors for individuals and institutions. The organization helps consumers access truly comprehensive, fee-only financial advice through its Find an Advisor search.

Its mission is to promote the public interest by advancing the financial planning profession and supporting members in line with core values such as competency, comprehensive planning, fee-only compensation, client-centered fiduciary duty, and complete disclosure. Based in Franklin Park, Illinois, NAPFA emphasizes standards embodied in its Fiduciary Oath and Code of Ethics to foster trust in its registered financial advisors. In 2026, NAPFA participated in a collaboration with the CFP Board and the Financial Planning Association to advocate for stronger regulatory protections to guard seniors and other investors from exploitation and fraud.

Find NAPFA - National Association of Personal Financial Advisors employees' phone numbers or email addresses

NAPFA - National Association of Personal Financial Advisors Global Highlights

Location
Employees

North America
63

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  • United States Of America
    63

NAPFA - National Association of Personal Financial Advisors's Leadership

  • Stylized image of a person
    J. M. B.
    Owner, Managing Member, President
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    S. S. C.
    Partner
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    K. D.
    Area Sales Manager Nj And Pa
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    S. S.
    NAPFA Baltimore Study Group Leader
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    T. G.
    Lead Advisor
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    C. G.
    Senior Marketing Specialist
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    E. P.
    Senior Quality Specialist
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  • Stylized image of a person
    D. P.
    Member Board Of Trustees: Napfa Foundation
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NAPFA - National Association of Personal Financial Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Business
  • Community & Social Services
  • Consultant
  • Other

Contact profiles from NAPFA - National Association of Personal Financial Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. F.
    Member
    Phone icon
    United StatesPennsylvania
    May 26, 2026
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    C. G.
    Membership Assistant
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    UNITED STATES
    Oct 17, 2024
  • Stylized image of a person
    D. D.
    Financial Paraplanner
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    Mar 09, 2026
  • Stylized image of a person
    E. B.
    Financial Planner
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    H. M.
    Member
    Phone icon
    United StatesVirginia
    Feb 01, 2024
  • Stylized image of a person
    J. H.
    Para Financial Planner
    Phone icon
    Oct 17, 2024

Frequently Asked Questions

What is NAPFA - National Association of Personal Financial Advisors known for?

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NAPFA - National Association of Personal Financial Advisors was founded in 1983 operates in the Financial Services industry. The company's main headquarters is located in 8700 West Bryn Mawr Avenue Suite 700n Franklin Park, Illinois 60131 United States; you can contact the main corporate office by phone at . Explore NAPFA - National Association of Personal Financial Advisors's company overview page for more information.

What is NAPFA - National Association of Personal Financial Advisors's most common email format?

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NAPFA - National Association of Personal Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more NAPFA - National Association of Personal Financial Advisors email formats with LeadIQ.

How many employees does NAPFA - National Association of Personal Financial Advisors have currently?

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NAPFA - National Association of Personal Financial Advisors has approximately 44 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are NAPFA - National Association of Personal Financial Advisors's key employees and leadership?

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As of June 2026, NAPFA - National Association of Personal Financial Advisors's key employees include:

  • Owner, Managing Member, President: J. M. B.
  • Partner: S. S. C.
  • Area Sales Manager Nj And Pa: K. D.
  • NAPFA Baltimore Study Group Leader: S. S.
  • Lead Advisor: T. G.

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