NAPFA - National Association of Personal Financial Advisors logo

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
66

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  • United States Of America
    66

NAPFA - National Association of Personal Financial Advisors's Leadership

  • Stylized image of a person
    S. S. C.
    Partner
    Phone icon
  • Stylized image of a person
    K. D.
    Area Sales Manager Nj And Pa
    Phone icon
  • Stylized image of a person
    E. P.
    Senior Quality Specialist
    Phone icon
  • Stylized image of a person
    C. B.
    Employee
    Phone icon
  • Stylized image of a person
    D. D.
    Financial Paraplanner
    Phone icon
  • Stylized image of a person
    E. B.
    Financial Planner
    Phone icon
  • Stylized image of a person
    J. H.
    Para Financial Planner
    Phone icon

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
    S. S. C.
    Partner
    Phone icon
    Apr 28, 2025
  • Stylized image of a person
    K. D.
    Area Sales Manager Nj And Pa
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    E. P.
    Senior Quality Specialist
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    C. B.
    Employee
    Phone icon
    Feb 23, 2023
  • Stylized image of a person
    D. D.
    Financial Paraplanner
    Phone icon
    Mar 09, 2026
  • Stylized image of a person
    E. B.
    Financial Planner
    Phone icon
    Oct 21, 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; 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 45 employees as of July 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 July 2026, NAPFA - National Association of Personal Financial Advisors's key employees include:

  • Partner: S. S. C.
  • Area Sales Manager Nj And Pa: K. D.
  • Senior Quality Specialist: E. P.
  • Employee: C. B.
  • Financial Paraplanner: D. D.

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