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Our Strategic Partners

Certified Financial Planner (CFP®) professionals are held to strict ethical standards. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.

NAPFA San Rafael, Ca Attune Financial PlanningThe 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. 

Financial Planning Association San Rafael, Ca Attune Financial PlanningThe Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession.

Ameritrade Institutional San Rafael, Ca Attune Financial PlanningTD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 independent registered investment advisors (RIAs).  

Dimensional San Rafael, Ca Attune Financial Planning
DFA Funds are only available through Fee-Only registered investment advisors and only after they meet DFA’s strict selection criteria.  

NATP San Rafael, Ca Attune Financial Planning

NATP is comprised of over 23,000 leading tax professionals who uphold a superior standard of ethics and professional excellence. Members depend on NATP to deliver professional connections, content expertise and advocacy that provides them with the support they need to best serve the public.  

Money Quotient San Rafael, Ca Attune Financial PlanningThe mission of Money Quotient is to facilitate the exploration and implementation of a values-based, life-centered approach to financial planning.