Partners & Affiliations

bam-allianceThe BAM ALLIANCE
The BAM ALLIANCE is a community of investors and advisors dedicated to “Building Relationships by Doing the Right Thing.” Collectively, The BAM Alliance manages over $26 billion of investment assets under a consistent and academic-based wealth management philosophy.

dimensionalDimensional Fund Advisors
For more than 30 years, Dimensional Funds Advisors has helped investors pursue dimensions of higher expected returns based on the Nobel Prize winning research of Eugene Fama. DFA’s enduring philosophy and deep working relationships with the academic community underpin its approach to investing and form the foundation for new strategies.


NewNAPFALogoGIFNational Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Our rich history began in 1983 when a group of advisors simply wanted to serve their clients without muddling the relationship with commissions. Since then we have developed high standards in the field and each advisor must sign and renew a Fiduciary Oath yearly and subscribe to our Code of Ethics.  It’s all a part of the mission of NAPFA.


FPA

Financial Planning Association
The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. It is also the largest member organization in the world for CFP® Professionals.

The financial planning team at Pitzl Financial is actively involved in the Financial Planning Association on a local and national level. We believe that giving back to our profession will yield greater learning opportunities for us, which translates to a higher level of performance and service to our clients.


CFP

CERTIFIED FINANCIAL PLANNER™ Board of Standards
Certified Financial Planner Board of Standards, Inc. (CFP Board) is the non-profit certifying and standards-setting organization that administers the Certified Financial Planner™ certification program and oversees more than 68,000 professionals using the CFP® certification in the United States.


AICPA

AICPA
The American Institute of Certified Public Accountants (AICPA) is the national professional organization of Certified Public Accountants (CPAs) in the United States, with more than 394,000 members in 128 countries in business and industry, public practice, government, education, student affiliates and international associates. It sets ethical standards for the profession and U.S. auditing standards for audits of private companies, non-profit organizations, federal, state and local governments.


charles-schwab              fidelity