Affiliations

Soundview Advisors is a Corporate Member of the National Association of Personal Financial Advisors (NAPFA). NAPFA is the largest professional association of comprehensive, Fee-Only financial planners in the United States. With over 800 members and affiliates, in 45 states, the members of the National Association of Personal Financial Advisors (NAPFA) subscribe to a strict fiduciary oath. In addition, NAPFA members are required to fulfill  significant continuing education requirements. Learn more at www.napfa.org.

The Certified Financial Planner Board of Standards is a professional regulatory organization that promotes ethics, integrity and professional standards in personal financial planning. This gives the public an opportunity to have access to -- and benefit from -- competent, ethical financial planning. Individuals who meet rigorous certification requirements are certified by CFP Board to use its certification trademark. Bruce Stoltenberg, Kevin Slater, Kevin Rigg and Ben Jennings  are CERTIFIED FINANCIAL PLANNER™ professionals. Learn more at www.cfp.net.

Each of our planners is a member of the Financial Planning Association (FPA), a global membership organization for the financial planning community. FPA members are committed to supporting the financial planning process and to helping people make smarter decisions to achieve their goals and dreams. FPA believes that everyone needs professional, objective advice to make smart financial decisions.

Values and Vision go hand-in-hand at SoundView Advisors. Are you a right-fit for our firm? View next page: Who We Serve.