CHICAGO, June 23, 2016 /PRNewswire/ -- Jodi T. Vleck of Beta Wealth Group in San Diego, CA has been accepted for membership in the NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA). With membership, Vleck becomes affiliated with an organization of more than 2400 of the most-qualified financial advisors in the nation who deliver objective, fee-only advice.
Membership in NAPFA and the NAPFA-Registered Financial Advisor designation are available only to Fee-Only Financial Advisors who meet NAPFA's stringent membership qualifications. Those standards require advisors to receive compensation ONLY directly from their clients, to act in clients' fiduciary interests at all times and to provide comprehensive planning services. In addition, NAPFA has some of the profession's most rigorous education and training requirements. All candidates for membership are required to submit a complete comprehensive financial plan for a full scale peer review or participate in a peer review interview discussing the advisor's approach to comprehensive financial planning. Furthermore, NAPFA's continuing education requirements exceed those of any other association of financial advisors.
"I congratulate Jodi for demonstrating her dedication to provide effective, transparent, client-centered services by upholding the high standards that NAPFA sets for all of its members," said NAPFA chair Frank Moore.
In contrast to most financial professionals, NAPFA members receive no commissions or other rewards for selling financial products. Those forms of compensation create potential conflicts of interest that may serve to undermine an advisor's objectivity and fiduciary responsibility. It is for this reason that all NAPFA members must sign the Fiduciary Oath that explicitly promises "to place the clients' interest first."
Mr. Frank Moore continued: "NAPFA members provide what consumer's want, an advisor that provides comprehensive financial planning advice in their best interest with transparency of the costs. We welcome Jodi to our ranks and look forward to her contributions to our organization."
To learn more about Beta Wealth Group, visit www.betawealthgroup.com or call us at 858-207-3377.
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SOURCE Beta Wealth Group