Helpful Links and Video Resources
Our goal is to provide useful resources to support your decision-making process. Learn about the Financial Planning industry, associations, and regulators.
cfp.net
Certified Financial Planner Board of Standards and Code of Ethics.
napfa.org
National Association of Personal Financial Advisors. Professional association of Fee-Only financial advisors.
xyplanningnetwork.com
Fee-only financial advisors who are focused on working with Generation X and Generation Y clients.
fpanet.org
Professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers.
sec.gov
The U.S. Securities and Exchange Commission.
finra.org
Financial Industry Regulatory Authority. Use FINRA to check the background of an investment professional.
What does Fee-Only Fiduciary mean?
Global Economic Update June 25, 2020
HK Financial Educational Event
Press
Hillel’s interview about the Market Meltdown.
(KUSI News, San Diego)
Hillel’s interview about his non-profit OurLittleBlueBox.org.
(KUSI News, San Diego)