Pro-Bono Financial Assistance

The nation continues to navigate the Coronavirus (COVID-19) pandemic. All of us face unprecedented challenges that will require us to collaborate for the public good, including offering ways to support the millions of financially at-risk Americans who need financial planning and advice more than ever before.

As part of our COVID-19 community response efforts, members of the National Association of Personal Financial Advisors (NAPFA) are making themselves available to those in need. This effort is offered alongside the NY Times and offers people whose incomes are in jeopardy access to basic information about unemployment, tax waivers, lender moratoriums and other things that can help them stay afloat during this challenging time.

NAPFA members have long been champions for financial services delivered in the public’s interest. In alignment with that value, members are committed to supporting underserved persons by providing access to pro bono financial planning services. The NAPFA members listed below are all Certified Financial Planner™ professionals who practice under the Fee-only model and adhere to NAPFA’s Code of Ethics and Fiduciary Oath. These professionals are committed to ensuring that as many people as possible can access superior financial guidance when they need it most.

The list will be updated as more Fee-only financial planners commit to providing pro bono assistance during this crisis. There is also a list of organizations that offer useful tools and resources for the public available here.

AZ

Heather Townsend

Townsend Financial

Scottsdale, AZ

CA

John Chapman

WorthPointe

Newport Beach, CA

Specialty area(s): Financial Planning / Cash Flow / Retirement / Tax Planning / Job Transition / Loss of a loved one

Cathy Curtis

Curtis Financial Planning, LLC

Oakland, CA

Specialty area(s): Women clientele / mostly single

Joshua Escalante Troesh

Purposeful Strategic Partners

Alta Loma, CA

Specialty area(s): Business Owners dealing with impacts of the pandemic

Kate Fries

The Family Firm

San Diego, CA

Specialty area(s): Cash flow / estate planning / tax planning

Ariadne Horstman

Appreciate Finance

Palo Alto, CA

Jeremy Runnels

West Coast Financial, LLC

Santa Barbara, CA

Specialty area(s): Financial planning

John Paul Geisbauer

Centerpoint Financial Management LLC

Newport Beach, CA

Specialty area(s): Financial planning and taxes

Rosario Chacon

Wealth-Source Financial

Oakland, CA

Specialty area(s): Cash Flow Analysis / Student Loan Planning / Financial Life Coaching

CO

Matt Elliott

Pulse Financial Planning

Denver, CO

Specialty area(s): Healthcare Professionals (Reducing financial stress)

DC

Kevin Mahoney

Illumint

Washington, DC

Specialty area(s): Millennial finance issues (such as student loans and housing)

FL

Kathleen Campbell

Campbell Financial Partners, LLC

Fort Myers, FL

Specialty area(s): Retirement planning; long-term focus

Michael Hennessy

Harbor Crest Wealth Advisors

Ft. Lauderdale, FL

Specialty area(s): Financial Planning / Investment Management / Retirement Planning / Small Business Planning

Margery Schiller

M K Schiller Consulting

Sarasota, FL

Specialty area(s): Cash flow management

IL

Mark Gilbert

Reason Financial Advisors LLC

Naperville, IL

Specialty area(s): Student loan repayment

MA

Cheryl Costa

Woodside Wealth Management

Framingham, MA

Sunil Harpalani

Holistic View Financial, LLC

Jamaica Plain, MA

Specialty area(s): Comprehensive Financial Planning

Daniel Kopp

Wise Stewardship Financial Planning

Woburn, MA

Specialty area(s): Military - Active Duty / Reserves / and Guard

Tricia Rosen

Access Financial Planning

Andover, MA

Specialty area(s): Income taxes / investment management / budgeting

Shaun Erickson

Single Point Partners

Boston, MA

Specialty area(s): Financial Planning

MD

Kim Anderson

Bay Point Wealth

Annapolis, MD

Robert Lindstrom

Provision Financial Planning

Baltimore, MD

Specialty area(s): Accessing retirement funds

Mehmood Nathani

Altius Financial Advisors

Bethesda, MD

Specialty area(s): Retirement planning / cash flow / investments

MI

Richard Feight

IAM Financial, LLC

East Lansing, MI

Specialty area(s): Portfolio rebalancing / budgeting basics

MN

Dana Menard

Twin Cities Wealth Strategies, Inc.

Maple Grove, MN

Specialty area(s): Financial Planning / investments / budgeting

Greg Zandlo

North East Asset Management

Minneapolis, MN

Specialty area(s): Downsizing (Been There) and Ways to Assist/Cope

NC

Daniel Tobias

Daniel Tobias

Cornelius, NC

NJ

Scott Buttfield

Buttfield & Associates

Red Bank, NJ

Specialty area(s): Cash Flow Management / Socially Responsible Investing

Stephen Craffen

Stonegate Wealth Management LLC

Oakland, NJ

Specialty area(s): Retirement Planning / Investments / Life Transitions

Cynthia Meyer

Real Life Planning

Gladstone, NJ

Specialty area(s): Financial stress / job loss / loss/reduced business income / rent loss

Shikha Mittra

Retire Smart Consulting

Princeton, NJ

NY

David Carroll

Rockbridge Investment Management

Syracuse, NY

Specialty area(s): Financial Planning and Investments

Steven Copeland

Safe Harbour Planning

Bronxville, NY

Specialty area(s): General cash flow management

Ethan Gilbert

Rockbridge Investment Management

Syracuse, NY

Specialty area(s): Financial Planning and Investments

Chris Jennings

Heron Wealth

New York, NY

Specialty area(s): Early retirement distributions / COBRA

Brett Koeppel

Eudaimonia Wealth

Buffalo, NY

Specialty area(s): Cash flow / budgeting / navigating tax implications of where to draw $ from first / retirement checkup

OH

Martina Peng

Franklin University

Columbus, OH

PA

Jeffrey Broadhurst

Broadhurst Financial Advisors, Inc.

Lansdale, PA

Specialty area(s): Financial planning / tax / insurance / investments

John Rossi

JR3 Virtuoso Solutions Inc

Bethlehem, PA

SC

Colin Moynahan

Twenty Fifty Capital

Mount Pleasant, SC

Specialty area(s): Financial Planning

TN

Jennifer Failla

Strada Wealth Management

West Lake Hills, TN

Specialty area(s): Job loss / Death of loved one / Suicide / Divorce

TX

Katie Horton

Financial Cairn

San Marcos, TX

VA

Chia-Li Chien

Value Growth Institute

Arlington, VA

Specialty area(s): Business succession / cash flow / budget

Jason Howell

Jason Howell Company

Vienna, VA

Specialty area(s): Debt Management / Investing

Dave OBrien

EVOadvisers

Midlothian, VA

Specialty area(s): Budgeting / cash flow

VT

James Williams

Williams Financial, LLC

Bennington, VT

Specialty area(s): Investment Withdrawal Strategies

WA

Tom McLean

Advitica Financial Planning

Olympia, WA

Specialty area(s): Retirement planning / investments / cash flow / charitable giving

WI

Kathy Hankard

Fiscal Fitness, LLC

Verona, WI

Specialty area(s): Emergency funds / tax consequences

Ben Smith

Cove Financial Planning

Whitefish Bay, WI

Specialty area(s): Young professionals / emergency savings / investment management / savings strategies / debt paydown

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