Convergent Financial Strategies is a proud member of the following organizations and adheres to their standards of professional excellence and integrity:
Alan Schapire and Jeffrey Alderfer are members of NAPFA, the National Association of Personal Financial Advisors. NAPFA members practice Fee-Only financial planning which is client-centered, objective and ethical. As a Fee-Only advisory firm, recommendations are untainted by any type of fee received by the vendors of financial products, including investment funds, insurance companies and estate attorneys. Fee-Only advisors provide consumers and institutions with comprehensive and objective financial advice on a "Fee-Only" basis, keeping only the best interests of the client in mind – with neither the advisor nor any related party receiving compensation contingent on the purchase or sale of a financial product.
NAPFA is the largest professional association of comprehensive, Fee-Only financial planners in the United States. With over 1000 members and affiliates, in 45 states, the members of NAPFA subscribe to a strict fiduciary oath. In addition, NAPFA members are required to fulfill significant continuing education requirements.
Alan Schapire and Jeffrey Alderfer are members of the Financial Planning Association™ (FPA), a membership organization for the financial planning community. FPA is the largest association of professionals dedicated to championing the financial planning process. FPA members are committed to supporting the financial planning process and to helping people make smarter decisions to achieve their goals and dreams. FPA believes that everyone needs professional, objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CERTIFIED FINANCIAL PLANNER™ certificant.
Alan Schapire is a member of the American Institute of Certified Public Accountants (AICPA), the world's largest association representing the accounting profession, with nearly 370,000 members in 128 countries. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting; membership is also available to accounting students and CPA candidates. The AICPA sets ethical standards for the profession and U.S. auditing standards for audits of private companies, non-profit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination.
Alan Schapire is a member of the Pennsylvania Institute of Certified Public Accountants (PICPA), a professional association of more than 20,000 CPAs working together to improve the profession and better serve the public interest. Affiliation with the PICPA represents commitment to the CPA profession, including adherence to the Code of Professional Conduct and to a stringent set of professional and technical standards.
Carl Nadwodny is a member of the CFA Institute, a global community of more than 100,000 investment professionals, whose mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society. Carl holds the CFA® designation, the global investment industry’s most challenging and most widely respected graduate-level investment credential. CFA® is a registered trademark owned by CFA Institute.
Carl Nadwodny is a member of the Investment Management Consultants Association®, a nonprofit credentialing organization and membership for advanced investment and wealth management professionals. IMCA® sets the standards and practices for the investment management consulting profession and provides investment consultants and wealth managers with the credentials and tools required to best serve their clients.