08/24/2026
We're pleased to announce that Erin Winner has successfully passed the examination to receive the Certified Plan Fiduciary Advisor (CPFA®) designation from the National Association of Plan Advisors (NAPA).
Plan advisors who earn their CPFA® demonstrate the specialized knowledge required to act as a plan fiduciary or to help plan fiduciaries manage their roles and responsibilities. The Certified Plan Fiduciary Advisor (CPFA®) credential - developed by some of the nation's leading advisors and retirement plan experts - demonstrates knowledge, expertise, and commitment to working with retirement plans.
This designation is among the most recognized in the industry and focuses on building a sound fiduciary process. Certified Plan Fiduciary Advisor (CPFA®). By earning the CPFA, one can "demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities."
In addition to the CPFA®, Erin also actively holds the Financial Paraplanner Qualified Professional™ (FPQP®) designation.
Please join us in congratulating Erin on this accomplishment.