“Embracing Fiduciary Excellence: 40th Anniversary Reflections from NAPFA's First President” with Gary Pittsford - Episode #08 of NAPFA Nation

<p>In Episode #08 of NAPFA Nation, one of the founding members and first president of NAPFA, <a href= "https://www.linkedin.com/in/gary-pittsford-2b143510/">Gary Pittsford</a>, talks with podcast host <a href= "http://www.marieswift.com/" target="_blank" rel="noopener">Marie Swift</a> about his involvement with NAPFA over the past 40 years. He highlights the growth and influence of NAPFA in promoting fee-only financial advice and attracting clients who prefer a fiduciary standard. Pittsford also mentions the significant changes in technology and business models within the industry, and shares his transition from Castle Wealth Advisors, where he served as president and CEO for over 40 years, to assume the role of <a href= "https://www.wealthmanagement.com/industry/advisor-gary-pittsford-sells-castle-wealth-advisors-creative-planning" target="_blank" rel="noopener">Chief Valuation Officer at Creative Planning</a>, one of the largest industry leading Registered Investment Advisors (RIAs) in the country. Pittsford is glad to be a part of NAPFA’s 40th anniversary celebration and throughout the episode reflects on the growth and evolution of the financial planning profession.</p> <p><strong>Pittsford shares:</strong></p> <ul> <li>How the concept of fee-only financial advising has evolved over the past 40 years </li> <li>Challenges faced in the early stages of NAPFA’s formation   </li> <li>Benefits of working with a fiduciary and how that mitigates conflicts of interest    </li> <li>Career path ideas for those interested in the financial planning profession    </li> <li>Heartfelt thanks for all of the NAPFA pioneers and those who continue to carry the torch today</li> </ul> <p><strong>Key points:</strong> Consumers are, more and more, seeking independent financial advice from advisors who prioritize their needs rather than selling products. Pittsford provides tips for finding fee-only fiduciary advisors through organizations like NAPFA and emphasizes the importance of reducing expenses and risk for older individuals. As