Venue
Bellevue, Washington, United States

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Event Date Tue May 16 EDT - Fri May 19 EDT (over 7 years ago)
Location Bellevue, Washington, United States
Region Americas
Details

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. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation.

Speakers

Carolyn Rosenblatt

Dan Allison

Joel Bruckenstein

Jose Quinonez

Mark Tibergien

Michael Kitces

Mikol Davis

Stephanie Coontz

Vivek Wadhwa

Sponsors & Partners

Exhibitors

2GR Equity
Bright Directions College Counts
ACP
The Arbitrage Funds
CFP Board
Circle Black
City National Rochdale
Davis ETFs
Dimensional Fund Advisors
Fidelity Investments
Folio Institutional
FP Transitions
Garrett Planning Network
Griffin Capital Securities
Hanlon
Haven Life
Investopedia
JVM
Lincoln Financial Group
LLIS
MAGA
Mairs and Power, Inc.
Markel
Mutual of America
National Association of Real Estate Investment Trusts
Oak Street Funding
Osterweis Capital Management
Pacific West Land, LLC
PIEtech
Pomona Investment Fund
Private College 529
RCP Properties, LLC
RealtyMogul.com
RobustWealth
Ryan Insurance Strategy Consultants
Smead Capital Management
SQN Venture Partners
T2 Capital Management
TD Ameritrade Institutional
Urban Development Partners
Utah Educational Savings Plan
Wasatch Funds
Wells Fargo Home Mortgage
Vanguard
Vanguard Charitable
Vanguard Financial Advisors
XY Planning Network