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What is a NAPA CPFA® Advisor?

The National Association of Plan Advisors (NAPA) is an organization designed for retirement plan advisors. This organization oversees all coursework and exams required to become a CPFA. To achieve a CPFA certification, candidates must pass the NAPA CPFA examination. 

A Certified Plan Fiduciary Advisor (CPFA) is a financial professional that demonstrates expertise and experience working with retirement plans, including 401(k)s, 403(b)s and other defined contribution plans. 

CPFAs can help their clients objectively review their financial status, identify potential concerns, and recommend the appropriate solutions for addressing these retirement matters.

Meet Your Modesto, California NAPA CPFA®

Joel Balam is your local NAPA CPFA® professional who seeks to help individuals and family's with their retirement planning needs.

Meet Joel