National Association Of Personal Financial Advisors Inc
CHICAGO, IL
Total revenue
$4.0M
Total expenses
$3.8M
Net assets
$3.2M
Grants received
—
EIN
351629277
Tax year
2023
Mission
We provide networking opportunities, education, business development, and advocacy to promote the professional success of fee-only, comprehensive financial advisors.
Programs
2 programs
Membership services - services to support the professional networking, business development, and advocacy on behalf of fee-only financial advisors.
Advisor magazine - periodical covering the art and science of fee-only comprehensive financial planning.
Financials
FY 2023
Revenue
Expenses
People
18 listed
KATHRYN DATTOMO
CEO
$189K
40 hrs/wk
LESLEY STOKES
INTERIM CEO - PAST
$26K
40 hrs/wk
DAPHNE JORDAN
CHAIR
—
1 hrs/wk
DEVA PANAMBUR
SECRETARY-TREASURER
—
1 hrs/wk
LAURA LION
DIRECTOR
—
1 hrs/wk
BEN JACOBS
DIRECTOR
—
1 hrs/wk
CHERYL HOLLAND
DIRECTOR
—
1 hrs/wk
KRISTY ARCHULETA
DIRECTOR
—
1 hrs/wk
NATALIE PINE
DIRECTOR
—
1 hrs/wk
JAMES WILLIAMS
DIRECTOR
—
1 hrs/wk
MICHAEL GIBNEY
DIRECTOR
—
1 hrs/wk
ANN GARCIA
DIRECTOR
—
1 hrs/wk
FERAUD CALIXTE
DIRECTOR
—
1 hrs/wk
JONI ALT
CHAIR-ELECT
—
1 hrs/wk
WENDY HARTMAN
CHAIR-ELECT - PAST
—
2 hrs/wk
JEFF JONES
CHAIR - PAST
—
4 hrs/wk
KRISTIN KEITH
DIRECTOR OF EDUCATION
$114K
40 hrs/wk
EMILY HARRIS
DIRECTOR OF MARKETING
$109K
40 hrs/wk
Independent contractors
FINANCIAL MARKETS CONSULTANTS
BUSINESS, STRATEGIC AND PUBLIC POLICY SU
VOX GLOBAL
BUSINESS, STRATEGIC AND PUBLIC POLICY SU
ERH ASSOCIATES
BUSINESS, STRATEGIC AND PUBLIC POLICY SU