facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search brokercheck brokercheck

What do all of these qualifications really mean?

Unfortunately the world of financial advice can be confusing to navigate. There are many designations and recognitions out there, of varying rigor and significance. All of the letters after someone's name can start to feel like alphabet soup!

This is why we have complied a list of the various organizations we are a part of, and what they mean. We are proud to be associated with groups with the highest ethical standards and to have received accolades from our peers and objective parties.

National Association of Personal Financial Advisors (NAPFA)

As a NAPFA-Registered Financial Advisor, we adhere to the industry's most demanding practice requirements and meet NAPFA's (National Association of Personal Financial Advisors) rigorous standards. 

Fee Only Network

Halpern Financial is "fee only," which means we are paid only by our clients--not by any bank, broker, or insurer to sell their products. This avoids conflicts of interest and is in line with our fiduciary duty to provide advice in the best interest of the client.

Certified Financial Planner (TM)

The Halpern Financial staff includes three Certified Financial Planner (TM) professionals who have completed coursework, passed the CFP exam, and fulfilled the 4000-hour experience requirement in creating financial plans. They also adhere to the CFP code of ethics and engage in continuing education each year.

Financial Planning Association

Halpern Financial is a member of the Financial Planning Association, an industry organization that provides networking and continuing education for financial professionals.

IARFC Ethics Approved

The International Association of Registered Financial Consultants awards the "Ethics Approved" recognition to members who have a clean ethics record free of customer disputes, regulatory events and/or criminal misdemeanors or felonies.

AdvisoryHQ, Washingtonian and Northern Virginia Magazine Top Advisor

These publications rank advisors by a vote of their peers (Washingtonian and Northern Virginia Magazine) or by a number of objective, client-centric benchmarks (AdvisoryHQ). We are honored to be named one of the premier financial advisors in the Washington, D.C. region.

Private Client Login     Bridge: Financial Dashboard     Disclosures