The Certified Financial Planner Board of Standards is a professional regulatory organization which promotes ethics, integrity and professional standards in personal financial planning. This gives the public an opportunity to have access to — and benefit from — competent, ethical financial planning. Individuals who meet rigorous certification requirements are certified by CFP Board to use its certification trademark. Michael Schupak is a CERTIFIED FINANCIAL PLANNER™ professional.
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Their rich history began in 1983 when a group of advisors simply wanted to serve their clients without muddling the relationship with commissions. Since then we have developed high standards in the field and each advisor must sign and renew a Fiduciary Oath yearly and subscribe to our Code of Ethics.
Michael Schupak is proudly a member of the Garrett Planning Network. The national network is made up of hundreds of hourly-based, Fee-Only financial planners. The Garrett Planning Network exists to make competent, objective advice accessible to all people regardless of income or net worth. The organization fosters an open friendly environment where members share best practices in all areas of financial planning practice management, including: operations procedures, technology, marketing, counseling and communications, compliance, productivity, business planning, and financial planning technical matter. Learn more at Garrett Planning Network
Dimensional Fund Advisors (DFA). We are excited to offer our clients access to DFA mutual funds. DFA mutual funds are based on decades of market research by leading economists and Nobel prize winning academics. Access to DFA funds is limited to clients of select fee-only advisors who share DFA’s views about the efficiency of capital markets and the importance of investor education. Learn more about Dimensional Fund Advisors here.