NAPFA
Jackie Goldstick, CFP®, Principal and Director of Financial Planning, and Doug Marcello, CFP®, Wealth Advisor, at Core Wealth Management are members of the National Association of Personal Financial Advisors (NAPFA).
NAPFA promotes and embodies the basic principles on which our firm is built:
- Integrity
- Transparency
- Competence
- Professionalism
As NAPFA advisors, both Jackie and Doug, as well as the other professionals at Core Wealth Management, pride themselves on offering personalized, comprehensive wealth management services to a wide array of individuals and families.
Founded in 1983, 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.
NAPFA Advisors
- Do NOT receive commissions or referral fees of any kind.
- Are CERTIFIED FINANCIAL PLANNER™ (CFP®) certificants.
- Complete a rigorous continuing education program every two years.
- Adhere to a strict code of ethics, including taking a fiduciary oath.
- Act in good faith.
- Are transparent when it comes to disclosing conflicts of interest that may impact clients.
NAPFA requirements are so strict that someone looking for an advisor can rely on NAPFA membership as a way to sort out advisors who have made the highest level of commitment toward removing conflicts of interest and putting the client’s interest first.
At Core Wealth Management, our financial and professional interests are aligned with those of our clients.
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We enter into legally binding fiduciary relationships with each of our clients, and are committed to offering advice that is in their best interest.
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The only compensation we receive is from our clients in the form of hourly fees, project-based fees or fees based on a percentage of assets under management.