NAPFA Video Explains Fiduciary and Fee-Only
Our Comment by J. David Lewis – I participated in this National Association of Personal Financial Advisors (NAPFA) video, which explains very important concepts in financial services. Before Resource Advisory Services was founded 25 years ago, I believed in fiduciary and Fee-Only financial planning. When the chance came to help explain and promote these concepts, I jumped at the opportunity.
J. David Lewis founded Resource Advisory Services in 1985. National Association of Personal Financial Advisors (NAPFA) was formed only a few years before. Lewis became a NAPFA-Registered Financial Advisor in 1986. He is a passionate advocate for fiduciary, fee-only financial planning and has been associated with financial services since childhood in a banking family. Contact him using firstname.lastname@example.org.