Two professionals with Berno Financial Management accepted to National Association of Personal Financial Advisors
CINCINNATI – October 18, 2013– Donna Ellis, CFP®, and Kathy Blain, CFP®, of Berno Financial Management have been accepted for membership in the National Association of Personal Financial Advisors (NAPFA) and designated as NAPFA Registered Financial Advisors. NAPFA is the leading association of fee-only financial planners in the United States. The organization’s more than 2,400 members include the most qualified financial advisors in the country, all committed to delivering objective, fee-only advice to clients.
Ellis and Blain are both Client Service Advisors with Berno Financial Management. Ellis has been with the firm since November 1997 and concentrates on comprehensive personal financial planning for clients, including portfolio management. Blain joined Berno Financial Management in August 2010. She focuses on comprehensive personal financial planning for clients, investment research for client education and analysis on current and prospective investments.
“I want to congratulate Donna and Kathy on their accreditation as NAPFA Registered Financial Advisors,” said Bruce J. Berno, CFP®, President of Berno Financial Management. “Our firm is dedicated to delivering the highest quality, objective financial advice to our clients on a fee-only basis. Having three of the firm’s four staff designated as NAPFA Registered Financial Advisors is another symbol of that commitment.” Berno is also a NAPFA-Registered Financial Advisor.
Membership in NAPFA is available only to fee-only financial advisors who meet NAPFA’s stringent membership qualifications. Those standards require that advisors only receive compensation directly from their clients, to act in clients’ fiduciary interest at all times, and to provide comprehensive planning services. NAPFA also has some of the industry’s most rigorous education and training requirements, with all candidates for membership required to submit a complete financial plan for peer review.
“By offering true fiduciary care to our clients, NAPFA members are leading the charge toward a financial planning community that rivals other professions in its desire and ability to foster consumer trust,” said NAPFA Chair Linda Leitz.
To learn more about NAPFA, visit napfa.org.
About Berno Financial Management
Berno Financial Management helps proactive individuals and their families make the most of their personal finances and achieve financial peace of mind. As an independent, fee-only management firm, Berno Financial Management offers unbiased advice as part of its comprehensive personal financial planning and investment management services. To learn more, visit www.bernofinmgt.com.
Bruce J. Berno, CFP®
7454 Jager Ct.
Cincinnati, OH 45230-4344