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 david.lewis@resourceadv.com.

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