The National Association of Personal Financial Advisors (NAPFA) announced Tuesday that the professional group for fee-only planners elected Linda Leitz to the position of national chairwoman on Jan. 31, and that she will serve as chairwoman-elect starting immediately until her term begins on Sept. 1.
Elected by NAPFA’s National Board of Directors to the chairmanship, Leitz (left) is the founder and co-owner of fee-only financial planning firm It’s Not Just Money Inc., in Colorado Springs, Colo. She is a certified financial planner, a certified divorce financial analyst and is enrolled to practice before the Internal Revenue Service as an enrolled agent.
A 24-year veteran of the financial services industry, Leitz also has experience as a state bank examiner, a banker, a branch manager and an investment registered representative.
“NAPFA serves a visionary role in the financial industry by cultivating cutting-edge educational opportunities, leading the way for ethical and membership standards and providing a home for fee-only planners who put their clients’ needs first,” Leitz said in a statement. “NAPFA’s ability to change and grow as our industry becomes more RIA focused is a charge anyone would be proud to help lead, and I look forward to serving our members and the interests of the public.”