Statements (41)
| Predicate | Object |
|---|---|
| gptkbp:instance_of |
gptkb:financial_services
|
| gptkbp:conducts |
gptkb:market_research
financial workshops |
| gptkbp:focuses_on |
gptkb:Wealth_Management
|
| gptkbp:founded_in |
gptkb:2000
|
| gptkbp:has |
certified financial planners
a strong online presence a strong reputation in the industry a client-centric approach partnerships with financial institutions a mobile app for clients a diverse portfolio of services a team of financial advisors a client satisfaction guarantee headquarters in the United States |
| gptkbp:headquartered_in |
gptkb:California
|
| https://www.w3.org/2000/01/rdf-schema#label |
NAPA Financial Services
|
| gptkbp:is_a_member_of |
National Association of Personal Financial Advisors (NAPFA)
|
| gptkbp:is_committed_to |
ethical financial practices
|
| gptkbp:is_involved_in |
community outreach programs
financial advocacy |
| gptkbp:is_known_for |
personalized financial advice
transparent fee structures |
| gptkbp:is_recognized_by |
industry awards
|
| gptkbp:is_regulated_by |
gptkb:Financial_Industry_Regulatory_Authority_(FINRA)
|
| gptkbp:offers |
insurance services
tax planning services college savings plans business succession planning socially responsible investment options |
| gptkbp:provides |
financial planning
retirement planning risk management services investment management estate planning services financial literacy resources |
| gptkbp:serves |
individual clients
business clients |
| gptkbp:utilizes |
financial technology tools
|
| gptkbp:bfsParent |
gptkb:NAPA_Auto_Parts_Credit_Card
|
| gptkbp:bfsLayer |
6
|