Fort Collins Loveland Certified Financial Planner and Financial Advisor

Affiliations

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The mission of Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning.


The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation. 

 
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Fee Only Financial Advisor

As a member of NAPFA, OakTree Financial Planning provides fee-only advice. This means that our compensation comes directly from our clients and is fully disclosed.  We do not receive any hidden fees, and we do not receive any commissions for the investments our clients purchase.  We believe that this fee-only model allows us to have a more collaborative relationship with our clients because it reduces the possible conflicts of interest.