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Advanced Personal Financial Planning Conference 2012
 
 
 

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SPONSOR
AICPA Personal Financial Planning Division 
Address:
220 Leigh Farm Road
 
Durham, NC 27707
Phone:
919-402-4818
Website:
The AICPA’s PFP Section is the premier provider of information, tools, advocacy and guidance for CPAs who specialize in providing estate, tax, retirement, risk management and investment planning advice to individuals and their closely held entities. If you are a CPA who wants to demonstrate your expertise in this subject matter, become a Personal Financial Specialist credential holder.
 
SPONSOR
iShares 529 Plan 
Address:
400 Howard Street
 
San Francisco, CA 94105
Phone:
888-529-9552
Website:
iShares is the global product leader in exchange traded funds with over 470 funds globally across equities, fixed income and commodities and $650 billion in assets under management as of May 2011.  iShares ETFs are featured in 529 plans, donor-advised fund and 401(k) platforms available to fee-based and fee-only advisors.
 
SPONSOR
Paychex, Inc. 
Address:
911 Panorama Trail South
 
Rochester, NY 14626
Phone:
585-387-6415
Website:
Paychex, Inc. (NASDAQ:PAYX) is a leading provider of payroll, human resource, and benefits outsourcing solutions for small- to medium-sized businesses.  The company offers comprehensive payroll services, including payroll processing, payroll tax administration, and employee pay services, including direct deposit, check signing, and Readychex®.
 
BASIC LISTING
1st Global 
Address:
8150 North Central Expressway,
 
Ste. 500
 
Dallas, TX 75206
Phone:
800-959-8461
Website:
1st Global has the privilege of helping specially selected, high-achieving CPA, tax and estate planning firms adopt and implement the essential capabilities to provide world-class total wealth management services to their clients.  Please stop by booth #114 to enter your name for a chance to win a $100 AMEX gift card.
 
BASIC LISTING
Advisor Software, Inc. 
Address:
2175 North California Blvd., Suite 400
 
Walnut Creek, CA 94596
Phone:
925-299-7782
Website:
Advisor Software, Inc. is a leading provider of advice solutions for the advisor market. The company has pioneered the first enterprise rebalancing solution and a unique goal-directed financial planning platform that combines institutional-caliber analytics and a balance sheet approach to financial planning.
 
BASIC LISTING
AICPA Financial Literacy 
Address:
1211 Avenue of the Americas
 
New York, NY 10036
Phone:
212.596.6037
Website:
360 Degrees of Financial Literacy is a multi-faceted effort, spearheaded by the AICPA, with the support of state CPA societies. The program encourages CPAs to take a broad leadership role in volunteering to educate the American public on financial topics that apply specifically to their particular stage of life.
 
BASIC LISTING
AICPA Firm-Based Member Retirement Plan 
Address:
CPA2Biz, 1211 Avenue of the Americas, 19th, Flr.
 
New York, NY 10036
Phone:
212.596.6287
Website:
The AICPA Member Retirement Committee has selected Paychex as the provider of 401(k) services through the AICPA Firm Based Member Retirement Program. As a leading provider of 401(k) recordkeeping services and a #1 ranked seller of 401(k) plans, Paychex is uniquely positioned to develop an integrated end-to-end retirement solution for your firm — with unique pricing and service benefits designed exclusively for AICPA members.
 
BASIC LISTING
AICPA Forensic and Valuation (FVS) Section 
Address:
220 Leigh Farm Road
 
Durham, NC 27707
Phone:
919.402.4508
Website:
The AICPA FVS Section offers CPAs that provide forensic accounting and business valuation services the tools and resources to serve their clients and enhance their business. We will have information on the FVS Section and ABV and CFF credentials, tools, brochures and more available at the conference.
 
BASIC LISTING
AICPA Insurance Trust 
Address:
80 Livingston Ave.
 
Roseland, NJ 07068
Phone:
973-548-6558
Celebrating over 60 years of service, the AICPA Insurance Trust has provided insurance protection to AICPA members and their families.  From life insurance to members and their spouses, to long term disability income and long term care insurance, AICPA plans are developed, designed and delivered to meet the needs of today’s CPAs---all at economical group rates.
 
BASIC LISTING
AICPA Media Relations 
Address:
220 Leigh Farm Rd.
 
Durham, NC 27707
Phone:
919-402-4499
Website:
The AICPA Media Relations team works to enhance and expand the image of CPAs in the media. Find out how their work benefits CPA financial planners and PFS credential holders – and how you can help. You’ll also learn about marketing resources available for your use. 
 
BASIC LISTING
AICPA Member Insurance Programs 
Address:
159 East County Line Rd
 
Hatboro, PA 19040
Phone:
800.221.3023
Website:
The AICPA Member Insurance Programs offer members quality insurance coverage provided by some of the leading insurance companies in the country.  Aon Insurance Services is the exclusive broker and administrator of the AICPA-endorsed Insurance Programs, offering service that is personal, responsive, and dedicated to meeting member needs.
 
BASIC LISTING
American Endowment Foundation 
Address:
1521 Georgetown Road, Suite 104
 
Hudson, OH 44236
Phone:
877-599-8903
Website:
By operating as a national, independent Donor Advised Fund solution, AEF serves as a strategic partner to families AND their trusted advisors by helping them create a more simplistic alternative (or complement) to a private family foundation.  Families receive greater tax benefits and privacy without sacrificing investment flexibility or legacy.
 
BASIC LISTING
American Funds 
Address:
333 South Hope
 
Los Angeles, CA 90071
Phone:
800-421-5450
Website:
American Funds is one of the nation’s oldest mutual fund families, serving investors since 1931. We are also one of the nation’s largest, with more than $900 billion in assets representing over 50 million shareholder accounts.* *As of December 31, 2011 
 
BASIC LISTING
American Realty Capital 
Address:
405 Park Ave, 15th Floor
 
New York, NY 10022
Phone:
212-415-6500
Website:
American Realty Capital (“ARC”) is a full-service real estate advisory firm providing institutional investment management to individual investors. ARC sponsors a variety of securities offerings and maintains a platform for customized TIC and multi-property DST solutions. ARC was formed by Nicholas S.
 
BASIC LISTING
Ameriprise Financial, Inc. 
Address:
977 Ameriprise Financial Center
 
Minneapolis, MN 55474
Phone:
877.298.0936
Website:
Discover the benefits of partnering with Ameriprise. Better serve clients and enhance your practice by working with an Ameriprise financial advisor. Our Professional Alliance Program is designed to help professionals create a positive end-to-end client experience that can fully address all your clients’ financial needs.
 
BASIC LISTING
Artisan Funds 
Address:
875 E. Wisconsin Avenue, Suite 800
 
Milwaukee, WI 53202
Phone:
800-454-1770
Website:
Artisan Partners is an independent investment management firm focused on providing high value-added, active investment strategies to sophisticated clients globally. The firm’s principal offices are located in Milwaukee, San Francisco, Atlanta, New York and London. Since 1994, the firm has been committed to attracting experienced, disciplined investment professionals to manage client assets.
 
BASIC LISTING
BAM Advisor Services 
Address:
8182 Maryland Ave, Ste 500
 
Saint Louis, MO 63130
Phone:
314-743-5102
Website:
BAM Advisor Services, LLC offers a proven, well-defined process for CPA firms committed to building significant wealth strategy practices. Our approach and training is designed to help existing firms take their successful, client-focused practice to the next level and guide new firms through the steps necessary to establish a wealth management practice.
 
BASIC LISTING
CFA Institute 
Address:
560 Ray C. Hunt Dr.
 
Charlottesville, VA 22903
Phone:
800 247 8132
Website:
CFA Institute is a global organization comprising the world’s largest association of investment professionals. We offer a range of educational and career resources, including the Chartered Financial Analyst (CFA) and the Certificate in Investment Performance Measurement (CIPM) designations, and are a leading voice on global issues of fairness, market efficiency, and investor protection.
 
BASIC LISTING
Cole Real Estate Investments 
Address:
2575 E. Camelback Road, Suite 500
 
Phoenix, AZ 85016
Phone:
602-778-8700
Website:
Cole Real Estate Investments is one of the most active acquirers of core real estate assets, managing one of the country’s largest portfolios of retail properties. Cole primarily targets net-leased single-tenant and multi-tenant retail properties under long-term leases with high credit quality tenants, as well as single-tenant office and industrial properties.
 
BASIC LISTING
College for Financial Planning 
Address:
8000 E Maplewood Ave, Suite #200
 
Greenwood Village, CO 80111
Phone:
303-220-4925
Website:
The College for Financial Planning ( http://www.cffpinfo.com/Index.html ) is the leading institution of higher learning* catering to the education need of financial services professionals. Founded in 1972, The College created the CERTIFIED FINANCIAL PLANNER™ (CFP) and continues to deliver the most successful Certification Professional Education Program in the industry.
 
BASIC LISTING
CollegeCounts 529 Fund 
Address:
6811 South 27th Street
 
Lincoln, NE 68512
Phone:
866-529-2228
Website:
Union Bank (Program Manager) has an 11 year track record of managing nationally recognized 529 college savings plans.  This direct sold plan offers low cost funds from Vanguard, T. Rowe Price, PIMCO, and Fidelity all in one plan.  CollegeCounts offers investment flexibility, choice, and solid asset allocation strategies for your clients.
 
BASIC LISTING
CPS Investment Advisors 
Address:
1509 S. Florida Avenue
 
Lakeland, FL 33813
Phone:
863-688-0692
Website:
CPAlliance is a premier, back-office investment advisory and insurance provider for financial service firms.  CPAlliance provides education, marketing, compliance, trading and reporting for the financial advisor.  CPAlliance is independent with no broker-dealer affiliations.  Over 100 CPA’s and 50 CPA firms are members.
 
BASIC LISTING
Dimensional Fund Advisors 
Address:
6300 Bee Cave Road, Building 1
 
Austin, TX 78746
Phone:
512-306-7400
Website:
Dimensional brings financial science to the practical world of investing. Innovative design, cost-effective execution, and complete portfolio solutions are a few ways advisors use Dimensional to deliver a successful investment experience for clients. Dimensional employees will be available to discuss how the firm supports advisors while delivering efficient investment solutions.
 
BASIC LISTING
eMoney Advisor 
Address:
1001 East Hector Street, Suite 401
 
Conshohocken, PA 19428
Phone:
888-368-4612
Website:
eMoney helps advisors deepen client relationships, increase assets under management, and differentiate their practice.eMoney 360 and 360 Pro provide advisors with aggregation, advanced planning or needs-based analysis, online document storage, client web sites, and an e-relationship tool - all in one system, all for one price.
 
BASIC LISTING
ExpertPlan Retirement Plan Services 
Address:
50 Millstone Road
 
Building 400, Suite 300
 
East Windsor, NJ 08520
Phone:
866-929-2525
Website:
ExpertPlan is a provider of retirement plan solutions with a product base offering in Defined Contribution and Defined Benefit plan recordkeeping, administration and consulting services. We partner with CPA’s to provide a scalable web-based system, customized to integrate with your business model, resulting in reduced costs and increased efficiencies.
 
BASIC LISTING
FAM Funds / Fenimore Asset Management 
Address:
PO Box 310, 384 N. Grand St.
 
Cobleskill, NY 12043
Phone:
877-901-8555, ext. 208
Website:
Fenimore Asset Management is a research-based, independent investment advisor and manager of FAM Funds: the FAM Value Fund (FAMVX) and FAM Equity-Income Fund (FAMEX). We are fundamental value investors. The FAM Funds are characterized by low-turnover, concentrated portfolios, a time-tested investment process and the long-term tenure of our portfolio managers.
 
BASIC LISTING
Fidelity Charitable 
Address:
200 Seaport Boulevard
 
Boston, MA 02110
Phone:
800.682.4438
Website:
Fidelity CharitableSM  - an independent public charity – was established in 1991 with the mission to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective. 
 
BASIC LISTING
Fox Financial Planning Network 
Address:
6540 Lusk Boulevard, Suite C225
 
San Diego, CA 92121
Phone:
888-403-2328
Website:
The AICPA is introducing a new program created especially for CPAs to help you work more efficiently and increase revenues by systematizing your practice and offering other areas of advice to your clients. Our Program Integrates:Training: On-demand, online recorded video training sessions on best practicesTools: Fully customizable templates and detailed workflows & Procedures to systematize your planning processTechnology: Recommendations on how to integrate technology options to work efficientlyResource Center: Online member-only area contains training & materials to stay up-to-date, including a monthly live group Q&A session with Deborah FoxThe AICPA has arranged for special pricing for members!See what Sid Kess, CPA, recipient of the Gold Medal, the highest award from the AICPA says about our program:"Many CPA firms get discouraged with trying to add personal financial planning services because the additional outlay of both time and capital to make it happen is typically huge but that is no longer the case.
 
BASIC LISTING
Genworth Financial Investment Services 
Address:
200 N Martingale Road
 
Schaumburg, IL 60173
Phone:
847.330.7961
Website:
Genworth Financial Investment Services, Inc. partners with nearly 1,800 independent tax and accounting professionals and Financial Advisers.  We specialize in helping tax and accounting professionals successfully integrate wealth management into their practices. 
 
BASIC LISTING
Grendel Online 
Address:
140 West Gay St, Suite 300
 
West Chester, PA 19380
Phone:
888-824-4477
Website:
Grendel Online (www.grendelonline.com) is the most advanced CRM system available for the accountant financial professional.  It includes CRM, account aggregation, compliant paperless office, and a client portal.  Visit our booth to learn how we can make your life easier and more profitable.
 
BASIC LISTING
Interactive Advisory Software (IAS) 
Address:
1110 Northchase Parkway, Suite 250
 
Atlanta, GA 30067
Phone:
770-951-5448
Website:
Interactive Advisory Software (IAS) develops and distributes Solution 360, an integrated, SaaS-based wealth management software application. Built around a single database, the single platform application combines portfolio management, financial planning, CRM, client portal, rebalancing and back office services/reconciliation.
 
BASIC LISTING
Jefferson National 
Address:
9920 Corporate Campus Drive Ste. 2000
 
Louisville, KY 40223
Phone:
866.667.0564 (Option 1)
Website:
Jefferson National innovates tax-deferred investing for independent RIAs and fee-based advisors by engineering the first no-load variable annuity with a flat-insurance fee and the industry’s largest selection of over 350 tax-deferred funds. Topping $1 billion in sales, Jefferson National has helped investors save more than $36 million in insurance fees.
 
BASIC LISTING
Low Load Insurance Services 
Address:
2907 W. Bay to Bay Blvd., Suite 102
 
Tampa, FL 33629
Phone:
813-902-0002
Website:
From online quote requests to ongoing education to creative solutions in overcoming underwriting challenges, we provide the recommendations and the tools fee-only financial advisors need to protect their clients’ way of life. We are The advisor’s insurance advisor,™ experts in finding the right insurance based upon a client’s needs and their fee-only financial advisor’s recommendations.
 
BASIC LISTING
Markel Cambridge Alliance 
Address:
20 Joy Drive
 
South Burlington, VT 05403
Phone:
802-864-1891
Website:
Markel Cambridge Alliance (MCA) offers an Errors & Omissions Insurance program for Registered Investment Advisors (RIAs) and Investment Advisory Representatives (IARs).  Several financial associations and custodians refer their advisors to MCA for liability insurance coverage.  Additional information is available at www.
 
BASIC LISTING
Melville Capital 
Address:
10474 Santa Monica Blvd. Ste. 401
 
Los Angeles, CA 90025
Phone:
866-511-5990
Website:
Melville Capital is a Life Settlement Broker focused on monetizing and liquidating Life Insurance Policies.  In many instances, often there is a substantial cash flow generated to individuals/companies in transition, policy owners, and Trustees.  MC represents the policy owner, insured and referral source in negotiating and accepting bids from competing Institutional Investors and handles all aspects of the transaction.
 
BASIC LISTING
Millionaire Corner 
Address:
840 South Waukegan Road Ste. 211
 
Lake Forest, IL 60045
Phone:
224-544-5329
Website:
Millionaire Corner gives readers insight into investment decisions based on proprietary research conducted by our parent company, Spectrem Group. Our Find an Advisor service features profiles, videos and a first-of-its-kind client rating, completed by our independent research department. The unique service gives access to more 40,000 qualified investors each month.
 
BASIC LISTING
MoneyGuidePro 
Address:
1588 Oakbridge Terrace
 
Powhatan, VA 23139
Phone:
800-841-5312
Website:
MoneyGuidePro (MGP) gives you confidence to help clients navigate the challenging terrain of today's financial world. MGP helps you create a well-crafted plan for your clients -- with results they understand and a clear path they can realistically follow. Learn more at www.moneyguidepro.com. 
 
BASIC LISTING
Morgan Stanley Smith Barney 
Address:
7500 Old Georgetown Road 10th Floor
 
Bethesda, MD 20814
Phone:
301-961-1826
As an industry leader in the area of Wealth Management, Morgan Stanley wishes to showcase  our Professional Alliance Program to CPA's.   Our group specializes in Exit Planning for Privately Held Companies.  Our objective is to put  together alliances of CPA's along with Wealth Management Firms like ourselves to address this rapidly growing market segment.
 
BASIC LISTING
Next Generation Trust Services, LLC 
Address:
75 Livingston Ave, 3rd Floor
 
Roseland, NJ 07068
Phone:
973-533-1880
Website:
Next Generation Trust Services provides comprehensive account administration and transaction support to individuals who wish to direct their retirement accounts themselves with the nontraditional investments this retirement wealth-building strategy allows. Next Generation Trust Services offers guidance and education to investors and financial advisors about the diverse investment options available.
 
BASIC LISTING
NRS 
Address:
4709 Golf RD STE 600
 
Skokie, IL 60076
Phone:
847-933-5071
Website:
NRS has the practical expertise, proven capability and unparalleled reach to deliver integrated and effective compliance solutions through three interrelated offerings—comprehensive education, best in-class technology and expert consulting services—enabling our clients to meet their regulatory requirements and minimize risk.
 
BASIC LISTING
Orion Advisor Services 
Address:
4020 S. 147th
 
Omaha, NE 68135
Phone:
402-496-3513 ext 7332
Website:
Orion Advisor Services, LLC is the INTEGRATED Portfolio Accounting Service Bureau. As a comprehensive back-office solution to registered investment advisors, Orion’s service bureau solution is customizable to meet your firm’s specific reporting needs, scalable to meet the growth demands and integrated with outside technology partners.
 
BASIC LISTING
Osterweis Capital Management 
Address:
One Maritime Plaza, Suite 800
 
San Francisco, CA 94111
Phone:
800-700-3316
Website:
Osterweis Capital Management was founded in 1983 by John Osterweis to serve the portfolio management needs of high net worth individuals.  Osterweis Capital Management has grown to approximately $5 billion in assets under management and offers equity and fixed income investment strategies through mutual funds and separate accounts.
 
BASIC LISTING
Payden Mutual Funds 
Address:
333 South Grand Avenue, 32nd Floor
 
Los Angeles, CA 90071
Phone:
213-830-4207
Website:
With 28 years of experience, Payden & Rygel is a leader in the active management of equity and fixed-income portfolios. We provide strong performance and strategy on the global economy and capital markets. The firm is headquartered in Los Angeles with offices in Boston, London and Frankfurt managing over $61 billion.
 
BASIC LISTING
Redtail Technology 
Address:
11285 Pyrites Way Ste. B
 
Gold River, CA 95670
Phone:
800-206-5030 ext. 1064
Website:
Redtail provides financial professionals with tools necessary for their trade in an easy to use fashion that they can get up and running quickly.  Redtail’s high-performance platform is compatible with all environments and it integrates with many popular financial industry solutions such as Laser App and Albridge Solutions.
 
BASIC LISTING
Right Size Solutions, Inc. 
Address:
11011 King Street Ste. 280
 
Overland Park, KS 66210
Phone:
913.396.4600
Website:
Right Size Solutions provides cloud technology services to financial service, health care, and professional organizations. We improve the profitability of our client firms by leveraging their technology investment, thereby reducing costs and dramatically improving productivity. All of our services are provided as a flat monthly fee.
 
BASIC LISTING
Scottrade Advisor Services 
Address:
P.O. Box 31565
 
St. Louis, MO 63131-0565
Phone:
866-306-7135
Website:
Scottrade Advisor Services provides institutional trading services for Registered Investment Advisors. Low commissions and no minimum asset requirement make Scottrade Advisor Services an exceptional value. RIAs also receive service through dedicated relationship teams and local branch offices that provide support without competing with your business.
 
BASIC LISTING
Selected Funds 
Address:
124 East Marcy Street
 
Santa Fe, NM 87501
Phone:
800-293-2007
Website:
At the Selected Funds, we select durable, well-managed businesses that can be purchased at value prices and held for the long term. We employ rigorous research to find first-class companies and seek to steer clear of short-term market fads. 
 
BASIC LISTING
Symphonic Financial Advisors 
Address:
1251 NW Briarcliff Pkwy., Ste 215
 
Kansas City, MO 64116
Phone:
816-746-0100
Website:
Symphonic Financial Advisors is a dually registered RIA/broker-dealer seeking qualified, independent-minded CPAs and Advisors to join our elite team of financial professionals.  We are a full-service, fee-based investment management firm founded on fiduciary standards of care and best practices.
 
BASIC LISTING
TD Ameritrade Institutional 
Address:
50 California St. Suite 500
 
San Francisco, CA 94111
Phone:
800-934-6124
Website:
TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to over 4,000 independent Registered Investment Advisors. We deliver smart operational solutions, innovative technology, customized practice management and flexible investment solutions, all with one goal in mind—impeccable service.
 
BASIC LISTING
Thornburg Investment Management 
Address:
2300 N. Ridgetop Road
 
Santa Fe, NM 87552
Phone:
877-215-1330
Website:
Thornburg Investment Management is a privately held investment management company based in Santa Fe, New Mexico. Founded in 1982, the firm manages seven equity funds, nine bond funds, and separate portfolios for select institutions and individuals. We focus on preserving and increasing the real wealth of our shareholders after accounting for inflation, taxes, and investment expenses.
 
56 Results Found, Showing 1 - 50
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