Pasztor & Associates - National Association of Personal Financial Advisors

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National Association of Personal Financial Advisors

Mission and Core Values Statements of the National Association of Personal Financial Advisors (NAPFA), of which Jim Pasztor CFP^® is a member.

Mission

To promote the public interest by advancing the profession of financial planning based upon all of our core values, thereby improving the quality of clients' lives.

Core Values

Compentency: Requiring the highest standards of proficiency in the industry.

Comprehensive: Practicing a holistic approach to financial planning.

Compensation: Using a Fee-Only model that facilitates objective advice.

Client-centered: Committing to a fiduciary relationship that ensures the client's interest is always first.

Complete Disclosure: Providing an explanation of fees and potential conflicts of interest.

The public recognizes that NAPFA advocates the highest standards for personal financial planning and that NAPFA-Registered Financial Advisors are the most trusted advisors of choice.

For more information on this unique association, visit the National Association of Financial Advisors site and click on "public".

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