NAPFA Names Top 30 Influencers

Fee-only financial planning group names ‘30 Most Influential People’ as it marks 30-year history

National Association of Financial Advisors (NAPFA)The National Association of Personal Financial Advisors announced Wednesday that the fee-only financial planning group has named NAPFA’s “30 Most Influential People” as the group marks its 30-year history.

The “30 Most Influential” program recognizes NAPFA members and staff who have made an impact on fee-only financial planning, the group and their peers since NAPFA’s founding in 1983. Nominees were offered by members, who then put the nominations to a vote. NAPFA, which has more than 2,500 members nationwide, prides itself on setting some of the strictest guidelines possible for professional competency, comprehensive financial planning and fee-only compensation.

Lauren Locker, NAPFA Chair“Each of the honored helped create NAPFA’s rich history through their contributions to the industry and dedication to the fee-only philosophy,” said NAPFA Chairwoman Lauren Locker, CFP (left), in a statement. “While this recognition program could have easily acknowledged many more people, the members voted and provided us a wonderful cross-section of people who have made NAPFA a strong and growing organization.”

The 30 Most Influential includes people of diverse backgrounds, including solo practitioners, principals in large firms, past NAPFA chairs and elected leaders. All honorees will be acknowledged at the awards banquets at the 2013 NAPFA Spring Conference in Las Vegas from May 7 through 10 and the 2013 NAPFA Fall Conference in Philadelphia from Oct. 8 through 11.

NAPFA’s list of “30 Most Influential” appear on the next page.

Read NAPFA to Advisors: CFP Designation or Bust at AdvisorOne.

NAPFA’s List of '30 Most Influential People'


  1. Dr. Lewis J Altfest, CFA, CFP, CPA/PFS, Altfest Personal Wealth Management, New York, N.Y.

  2. William Baldwin, JD, Pillar Financial Advisors, Waltham, Mass.

  3. Richard Bellmer, CFP, Deerfield Financial Advisors, Indianapolis, Ind.

  4. William Bengen, CFP, Bengen Financial Services, La Quinta, Calif.

  5. Janet Briaud, CFP, Briaud Financial Advisors, College Station, Texas

  6. Peggy Cabaniss, CFP, HC Financial Advisors., Lafayette, Calif.

  7. Peg Downey, CFP, Directions for Women, Chevy Chase, Md.

  8. David Drucker, CFP, Drucker Knowledge Systems, Albuquerque, N.M.

  9. David Foster, CFP, CPA, Foster & Motley, Cincinnati, Ohio

  10. Sheryl Garrett, AIF, CFP, Garrett Planning Network, Eureka Springs, Ark.

  11. David Grant, CFP, Vantage Financial Partners, Arlington Heights, Ill.

  12. Cheryl Holland, CFP, Abacus Planning Group, Columbia, S.C.

  13. Nancy Hradsky, NAPFA Staff, Arlington Heights, Ill.

  14. Susan John, AIF, CFP, Financial Focus, Wolfeboro, N.H.

  15. Bernard Kiely, CFP, CPA, Kiely Capital Management, Morristown, N.J.

  16. Diahann Lassus, CPA/PFS, Lassus Wherley, New Providence, N.J.

  17. Richard Lee, CFA, CFP, Lee Financial Corp., Dallas, Texas

  18. Linda Leitz, CDFA, CFP, EA, It’s Not Just Money, Colorado Springs, Colo.

  19. Warren Mackensen, CFP, Mackensen & Co., Inc., Hampton, N.H.

  20. Mary Malgoire, CFP, The Family Firm, Bethesda, Md.

  21. Robert Maloney, AEP, Squam Lakes Financial Advisors, Holderness, N.H.

  22. Dr. Carolyn McClanahan, CFP, MD, Life Planning Partners, Jacksonville, Fla.

  23. John Henry McDonald, CFP, RFC, Austin Asset Management Co., Austin, Texas

  24. Thomas Orecchio, CFP, AIF, CFA, ChFC, CLU, Modera Wealth Management, Westwood, N.J.

  25. Ron Rhoades, CFP, JD, ScholarFi, Alfred, N.Y.

  26. John Ritter, CFP, CFS, Ritter Daniher Financial Advisory, Cincinnati, Ohio

  27. John Sestina, CFP, ChFC, John E. Sestina and Co., Columbus, Ohio

  28. Ellen Turf, NAPFA Staff, Arlington Heights, Ill.

  29. Robert Underwood, NAPFA Pioneer

  30. Bert Whitehead, JD, Cambridge Connection, Franklin, Mich.
Close single page view Reprints Discuss this story
This is where the comments go.