National Association of Personal Financial Advisors (NAPFA)

National Association of Personal Financial Advisors (NAPFA) NAPFA is the country's leading professional association of Fee-Only, fiduciary financial advisors.

Find a NAPFA member in your area at http://findanadvisor.napfa.org/Home.aspx

🌟 NAPFA Women to Know 2026 Spotlight 🌟Sheila Hoopes, CFP® is a Wealth Advisor with EP Wealth Advisors. She is deeply com...
06/09/2026

🌟 NAPFA Women to Know 2026 Spotlight 🌟

Sheila Hoopes, CFP® is a Wealth Advisor with EP Wealth Advisors. She is deeply committed to helping individuals and families achieve and sustain financial independence through comprehensive cash flow planning, investment management, tax strategies, and estate planning. Beyond her client work, Sheila is dedicated to advancing financial education and community leadership. As an active member of the Smith College Club of San Diego, she regularly provides financial literacy seminars to alumnae, empowering women to make informed, confident financial decisions. She also serves as Vice President of the Old Town Academy Parent Foundation, where she plays a key role in supporting the school’s mission and advocating for its students and families.

Discover more NAPFA Women to Know 2026 here: https://bit.ly/4d817d7

Congratulations to the winners of the 2026 NAPFA Financial Planning Competition in the NEMA and West regions!West Region...
06/08/2026

Congratulations to the winners of the 2026 NAPFA Financial Planning Competition in the NEMA and West regions!

West Region Winners
Ansley Heibult – Grand Canyon University senior double-majoring in Spanish and Financial Planning who aspires to become a financial advisor, specializing in serving female business owners and families with disabilities.
Mahlia Lowe – Grand Canyon University senior pursuing a B.S. in Finance with an emphasis in Financial Planning and is passionate about entering the industry amid the historic wealth transfer as women take on a greater role in managing financial assets.

NEMA Region Winners
Anthony Semelka – Saint Vincent College sophomore double majoring in Finance and Accounting and President of the Finance and Accounting Club, where he demonstrates leadership and commitment to financial literacy.
Mariano Jimenez – Saint Vincent College junior pursuing Finance and Mathematics, with a minor in Economics and a Legal Studies Certificate. On campus, he serves as an economics tutor, financial manager for The Review, and a PICPA student ambassador.

Hosted by NAPFA’s regional boards, the competition challenges students to solve a real-world case study and submit their recommendations via video. Judges evaluate teams on their application of the CFP Board’s eight principal knowledge domains, advanced planning techniques, creativity, and presentation skills. We are proud to celebrate these students, along with the mentors and programs that support them!

Trump Accounts are coming. Is your planning ready?The One, Big, Beautiful Bill Act introduced IRC Section 530A, creating...
06/08/2026

Trump Accounts are coming. Is your planning ready?

The One, Big, Beautiful Bill Act introduced IRC Section 530A, creating tax-advantaged investment accounts for children under 18. Larry Pon will cover the three account phases, contribution rules, and how Trump Accounts stack up against 529s, UGMA/UTMAs, Roth IRAs, and more.

Register now: https://bit.ly/4evBuDm

Free to Genesis members, courtesy of LLIS, the exclusive sponsor of Genesis.

The next great opportunity or the next great hire could be closer than you think.The NAPFA Career Center connects firm...
06/06/2026

The next great opportunity or the next great hire could be closer than you think.

The NAPFA Career Center connects firms with professionals looking to build meaningful in .

✔ Search open positions
✔ Upload your resume
✔ Post opportunities
✔ Connect with qualified candidates

Explore the Career Center today: https://careers.napfa.org/

A big thank you to State Street Investment Management for sponsoring last night's networking social at the 2026 NEMA Reg...
06/05/2026

A big thank you to State Street Investment Management for sponsoring last night's networking social at the 2026 NEMA Region Symposium! Their support gave attendees the perfect opportunity to connect before today's full day of learning. We appreciate their partnership in bringing the Fee-Only planning community together.

The 2026 NEMA Region Symposium is underway in Philadelphia! The sessions are packed, the conversations are flowing, and ...
06/05/2026

The 2026 NEMA Region Symposium is underway in Philadelphia! The sessions are packed, the conversations are flowing, and the connections being made today will carry into the year ahead.

Next week: Join us for a free webinar on integrating charitable gift planning into comprehensive financial planning stra...
06/04/2026

Next week: Join us for a free webinar on integrating charitable gift planning into comprehensive financial planning strategies.

As clients increasingly seek ways to align their wealth with their values, understanding charitable planning strategies can help advisors deliver more tax-efficient outcomes while deepening client relationships.

Learn practical applications for common charitable vehicles, life-income strategies, and ways to incorporate philanthropic conversations into your planning process.

Register now for this free webinar, sponsored by Heifer Foundation. https://bit.ly/4nVdqgn

NAPFA's volunteers are what make this community so strong. Are you ready to get involved?Open roles are available across...
06/03/2026

NAPFA's volunteers are what make this community so strong. Are you ready to get involved?

Open roles are available across committees, affinity groups, education, event planning, and leadership. Wherever your passion lies, there's a place for you to make a real contribution to the Fee-Only community.

Apply by July 5: https://bit.ly/4xd0hDK

Join us for a free webinar on Bitcoin investment opportunities and the infrastructure driving network growth.As clients ...
06/02/2026

Join us for a free webinar on Bitcoin investment opportunities and the infrastructure driving network growth.

As clients increasingly ask about digital assets, understanding the Bitcoin ecosystem beyond direct ownership can help advisors deliver more informed guidance while expanding the conversation around portfolio strategy.

Learn how mining infrastructure works, how it compares to direct bitcoin ownership, and what drives revenue and cost in mining operations.

Register now for this free webinar, sponsored by Valiant Funds. https://bit.ly/4e1o8xa

This June, we celebrate Pride Month and the diversity of experiences that shape stronger relationships and better outcom...
06/02/2026

This June, we celebrate Pride Month and the diversity of experiences that shape stronger relationships and better outcomes in financial planning. At NAPFA, we are committed to fostering a professional community grounded in respect, inclusion, and service to all. 🌈

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