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Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificants Around the U.S.
The following individuals are members of the National Association of Personal Financial Advisors (NAPFA) and have at least one CERTIFIED FINANCIAL PLANNER™ professional on staff.
California Independent, Fee-Only Financial Advisor and CERTIFIED FINANCIAL PLANNERTM professional in Santa Cruz
Maas Capital is an independent, fee-only financial planning and investment management practice with offices in Portland, Oregon and Santa Cruz, California. We provide our clients with integrated financial planning and investment management advice, designed to help them achieve financial success and realize their aspirations.
Michigan Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor: Sam H. Fawaz, CFP®, CPA
Y.D. Financial Services, Inc.
47969 Inveraray Road, Suite 101
Canton, Michigan 48188-4738
(734) 447-5305
www.ydfs.com
Minnesota Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor: Rick Epple, CFP®
Epple Financial Advisors, LLC
1000 Twelve Oaks Center Dr., Suite 101
Wayzata, MN 55391
(952) 470-5049
www.epplefinancial.com
Mississippi Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor: Tiffany B. Ballard, CFP®, AIF®
Bergland Wealth Management is an independent Registered Investment Advisor firm with a team of Certified Financial Planner Participants who
offer Fee-Only, fiduciary, comprehensive financial planning. BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon.
Oregon Independent, Fee-Only Financial Advisor and CERTIFIED FINANCIAL PLANNERTM professional in Santa Cruz, California
Maas Capital is an independent, fee-only financial planning and investment management practice with offices in Portland, Oregon and Santa Cruz, California. We provide our clients with integrated financial planning and investment management advice, designed to help them achieve financial success and realize their aspirations.
Tennessee Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor: Sam H. Fawaz, CFP®, CPA
Y.D. Financial Services, Inc.
2550 Meridian Boulevard, Suite 200
Franklin, Tennessee 37067-5269
(615) 395-2010
www.ydfs.com
Utah Fee-Only Advisor and Investment Advisor: Lon Jefferies, MBA
Lon Jefferies with Net Worth Advisory Group is a fee-only financial planner who is dedicated to providing comprehensive financial planning and
investment management to individuals who are preparing for or experiencing a major life transition such as retirement, inheritance, career change, etc....