Dec 12, 2023
In Episode #12 of NAPFA Nation, Dana Wilson, CEO of CHIP (Changing How Individuals Prosper) talks with podcast host Marie Swift about the benefits of building an inclusive workplace culture. CHIP is a B2B financial services marketplace that makes finding financial professionals of color easy. In this lively episode,...
Nov 14, 2023
In Episode #11 of NAPFA Nation, Zach Teutsch, managing partner at Values Added Financial, talks with podcast host Marie Swift about helping “progressives” build financial lives they feel good about. Established in 2017, his fiduciary financial planning and wealth management firm is passionate about supporting people...
Oct 10, 2023
In Episode #10 of NAPFA Nation, Irfan Bhabhrawala, Owner and Lead Financial Planner at Arbor Financial, talks with podcast host Marie Swift about his career transitions – from a university setting to technology and consulting roles, plus real estate investments, to ultimately becoming the owner of a fee-only financial...
Sep 12, 2023
In Episode #09 of NAPFA Nation, Mark Berg, Founding Principal of Timothy Financial Counsel, Inc., talks with podcast host Marie Swift about a new type of firm and a new potential audience for financial advice that is awaiting the financial planning profession. Berg, the Founding Principal of Timothy Financial Counsel,...
Aug 8, 2023
In Episode #08 of NAPFA Nation, one of the founding members and first president of NAPFA, Gary Pittsford, talks with podcast host Marie Swift about his involvement with NAPFA over the past 40 years. He highlights the growth and influence of NAPFA in promoting fee-only financial advice and attracting clients who prefer...