Pledge 1% is a movement that encourages and empowers companies of all sizes to donate 1% of their staff time, product, profit and or equity of their choosing. Schupak Financial Advisors is proud to have become a member in 2019. Over time, as the company continues to grow and expand, our expectation is to have a larger positive impact in the world.
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.
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.
XY Planning Network is a leading organization consisting of fee-only financial advisors who specialize working with Generation X and Y members. Advisors belonging to the XY Planning Network are all sworn fiduciaries who uphold a fiduciary oath to always work in their clients’ best interest. XY Planning Network advisors are also financial-planning focused, meaning all the members offer comprehensive financial planning services as opposed to solely investment management.
