Aegis Financial Advisory, LLC Announces Joseph Alfonso, Principal, Achieves NAPFA-Registered Financial Advisor Status

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Santa Clara, CA Fee-Only financial planner achieves highest level of membership in nation's premier fee-only financial planning organization.

Joseph Alfonso, financial planner and principal of Aegis Financial Advisory, LLC, a comprehensive fee-only financial planning firm in Santa Clara, CA, has achieved membership in NAPFA, The National Association of Personal Financial Advisors, as a NAPFA-Registered Financial Advisor. NAPFA is the nation's leading organization of Fee-Only comprehensive financial planning professionals. A NAPFA-Registered Financial Advisor is the top level of membership in NAPFA and requires a broad-based advanced education in financial planning and three years of comprehensive planning experience. NAPFA-Registered Financial Advisors must offer comprehensive planning services and submit a sample comprehensive financial plan to a peer review. Professionals who become a NAPFA-Registered Financial Advisor are committed to the Core Values of the organization and agree to follow the NAPFA Fiduciary Oath and Code of Ethics.

NAPFA's core values are:

  • Competency: Requiring the highest standards of proficiency in the industry.
  • Comprehensive: Practicing a holistic approach to financial planning.
  • Compensation: Using a Fee-Only model that facilitates objective advice.
  • Client-centered: Committing to a fiduciary relationship that ensures the client's interest is always first.
  • Complete Disclosure: Providing an explanation of fees and potential conflicts of interest.

"I am proud to have achieved the highest level of membership in NAPFA, the nation's premier organization for fee-only financial planning professionals," says Joseph Alfonso. "Conflicts of interest can arise when planners stand to gain financially from the sale of products they recommend to clients. As a NAPFA-Registered Financial Advisor, I base my recommendations solely on my client's needs and best interests. In doing so, I believe I am able to truly serve my clients as a trusted advisor, guide and advocate and thereby enable them to realize their most important financial life goals."

The public recognizes that NAPFA advocates the highest standards for personal financial planning and that NAPFA-Registered Financial Advisors are the most trusted advisors of choice. "I look forward to continuing to serve the needs of my clients as a NAPFA-Registered Financial Advisor and invite consumers to contact me to discuss my services and arrange for a complimentary initial consultation."

About Aegis Financial Advisory

Aegis Financial Advisory, LLC ( is a fee-only financial planning firm and a California Registered Investment Adviser located in Santa Clara, CA. Aegis Financial Advisory, LLC provides comprehensive financial planning services to individuals, families and small business owners in the San Francisco Bay Area. Aegis Financial Advisory, LLC follows a holistic, client-centered approach and crafts solutions that are technically sophisticated and reflect a firm understanding of client's key life concerns. Aegis Financial Advisory LLC's goal is to become your "personal CFO" and to provide Client-Centered Planning for Life(TM).

Aegis Financial Advisory and the Aegis Financial Advisory logo are trademarks of Aegis Financial Advisory, LLC, a California Registered Investment Adviser, Firm CRD#137602.


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Joseph Alfonso
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