Bedrock's Professional Affiliations

The Bedrock organization includes four CERTIFIED FINANCIAL PLANNER™ practitioners, one whom is also a CFA Charterholder, another that is also a CIMA® designee and we also have one that is an Enrolled Agent. Each has completed the examination, experience, ethics commitment and education required to provide sound, professional advice. Each of these members of the Bedrock professional team is proud to be affiliated with one or more of the following prestigious industry organizations:

The Financial Planning Association (FPA®) is a leadership and advocacy organization for those who provide, support and benefit from financial planning. Its members deliver advice using an ethical, objective, and client-centered process.

National Association of Personal Financial Advisors (NAPFA) is the nation's leading organization of Fee-Only comprehensive financial planning professionals. Since 1983, NAPFA's ranks have enjoyed steady growth, operating under a strict code of ethics and a widely recognized definition of Fee-Only compensation. NAPFA members are trusted, objective financial advisors for consumers and institutions alike. Professionals who become NAPFA-Registered Financial Advisors are committed to the Core Values of the organization and agree to follow the NAPFA Fiduciary Oath and Code of Ethics. The organization's Mission is to "promote the public interest by advancing the financial planning profession and supporting our members consistent with our core values."

Investment Management Consultants Association (IMCA) was established in 1985 to deliver the premier investment consulting and wealth management credentials and world-class educational offerings-membership, conferences, research, and publications. IMCA sets the standards and practices for the investment management consulting profession and provides investment consultants with the credentials and tools required to best serve their clients.

Chartered Financial Analyst Institute (CFA) is the global, not-for-profit association of investment professionals that awards the CFA and CIPM designations. They promote the highest ethical standards and offer a range of educational opportunities online and around the world. The organization's mission: To lead the investment profession globally by setting the highest standards of ethics, education, and professional excellence.

National Association of Enrolled Agents (NAEA) is a national association of IRS-licensed tax professionals that is dedicated to helping its members maintain the highest level of knowledge, skills and professionalism in all areas of taxation.