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Financial Compass is a proud member of the following societies and adheres to their standards of professional excellence and integrity:



CERTIFIED FINANCIAL PLANNER™ Board of Standards
Certified Financial Planner Board of Standards, Inc. (CFP Board) is the non-profit certifying and standards-setting organization that administers the Certified Financial Planner™ certification program and oversees more than 68,000 professionals using the CFP® certification in the United States.


The National Association of Personal Financial Advisors
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 members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning


Financial Planning Association
The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. It is also the largest member organization in the world for CFP® Professionals.

The financial planning team at Financial Compass is actively involved in the Financial Planning Association. We believe that giving back to our profession will yield greater learning opportunities for us, which translates to a higher level of performance and service to our clients.