Barnett Financial Planning
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AFFILIATIONS
Barnett Financial Planning is proudly affiliated with the following organizations
and/or adheres to their standards of professional excellence and integrity:
and/or adheres to their standards of professional excellence and integrity:
The National Association of Personal Financial Advisors
Commitment to Excellence
David I. Barnett is a member of The National Association of Personal Financial Advisors. NAPFA
is the largest professional association of comprehensive, Fee-Only financial planners in the
United States. With 1000+ members and affiliates, in 45 states, the members of the National
Association of Personal Financial Advisors (NAPFA) subscribe to the following fiduciary oath:
Commitment to Excellence
David I. Barnett is a member of The National Association of Personal Financial Advisors. NAPFA
is the largest professional association of comprehensive, Fee-Only financial planners in the
United States. With 1000+ members and affiliates, in 45 states, the members of the National
Association of Personal Financial Advisors (NAPFA) subscribe to the following fiduciary oath:
- The Advisor shall exercise his/her best efforts to act in good faith and in the best interest
of the client.
- The Advisor shall provide written disclosure to the client prior to the engagement of the
advisor, and thereafter throughout the term of the engagement, of any conflicts of interest,
which will reasonably compromise the impartiality or independence of the advisor.
- The Advisor, or any part in which the advisor has a financial interest, does not receive any
compensation or other remuneration that is contingent on any client's purchase or sale
of a financial product.
- The advisor does not receive a fee or other compensation from another party based on
the referral of a client or the client's business.
The Garrett Planning Network
Commitment to helping people from all walks of life
David Barnett is a member of The Garrett Planning Network, Inc. (GPN). GPN is a nationwide network of professional, Fee-Only financial
advisors. GPN members are dedicated to providing competent, unbiased financial advice to people from all walks of life, on an hourly
as-needed basis. Only 1% of the nation's financial planning firms are structured this way. As staunch consumer advocates and Fee-Only
client fiduciaries, GPN Members continue to demonstrate their commitment to serving the public's best interests by making competent,
Fee-Only financial advice accessible to all people. Many financial advisors accept clients only if they meet certain income and net worth
requirements. GPN members believe, however, that professional, unbiased financial advice is something all Americans need, at least
periodically, to build the brightest financial futures. Holding to this philosophy, GPN members offer the same quality, professional advice to
all clients, not just the affluent.
Commitment to helping people from all walks of life
David Barnett is a member of The Garrett Planning Network, Inc. (GPN). GPN is a nationwide network of professional, Fee-Only financial
advisors. GPN members are dedicated to providing competent, unbiased financial advice to people from all walks of life, on an hourly
as-needed basis. Only 1% of the nation's financial planning firms are structured this way. As staunch consumer advocates and Fee-Only
client fiduciaries, GPN Members continue to demonstrate their commitment to serving the public's best interests by making competent,
Fee-Only financial advice accessible to all people. Many financial advisors accept clients only if they meet certain income and net worth
requirements. GPN members believe, however, that professional, unbiased financial advice is something all Americans need, at least
periodically, to build the brightest financial futures. Holding to this philosophy, GPN members offer the same quality, professional advice to
all clients, not just the affluent.
Certified Financial Planner Board of Standards
Commitment to Continued Education and Ethics
The Certified Financial Planner Board of Standards is a professional regulatory organization which promotes ethics, integrity and
professional standards in personal financial planning. This gives the public an opportunity to have access to -- and benefit from --
competent, ethical financial planning. Individuals who meet rigorous certification requirements are certified by CFP Board to use its
certification trademark. Certification is a four-part process: Education, Examination, Ethics, and Experience. David I. Barnett, a candidate
for CFP-certification, has completed the Education and Examination components, adheres to the CFP board's ethical standards, and is
currently working to fulfill the three-year experience requirement.
Financial Planning Association
Commitment to Professionalism
David Barnett is member of the Orange County Chapter of the Financial Planning Association. FPA is a membership organization for the
financial planning community. Members include individuals and companies who are committed to championing the financial planning
process. FPA members are dedicated to supporting the financial planning process in order to help people achieve their goals and
dreams. The FPA believes that everyone needs objective advice to make smart financial decisions.
Whether you're big or small...
...We do financial planning for all
...We do financial planning for all
1442 Irvine Blvd., #212
Tustin, CA 92780
714.731.6300
David@BarnettFinancialPlanning.com
Tustin, CA 92780
714.731.6300
David@BarnettFinancialPlanning.com
