“I spoke at the Financial Planning Association of New Jersey one day, and after I spoke, a young lady came up to me and she said, you know, “There’s a remarkable difference between FPA members and members of NAPFA.” She said, “FPA members are all salespeople. They are all competitors.” . . . “NAPFA members are completely different, we’re mentors, helpers, we guide people. So, NAPFA is like one big family. We take care of our own.”
– Bernie Kiely on Working with Industry Organizations
Bernie Kiely, highly respected and renowned advisor tells you how it is in the world of advisory practice and how to develop your practice through working closely with industry-oriented organizations. Bernie doesn’t pull any punches in this delightful half hour full of useful and valuable practice growth insights, you don’t want to miss this one.
Bernie Kiely is a NAPFA-registered advisor and principal of Kiely Capital Management, Inc. and RIA. He’s also owner of Bernie M. Kiely, CPA, an accounting firm where he specializes in individual taxation. Bernie has been providing fee-only financial planning investment advisory and income tax services for individuals for over 30 years.
He was recognized by “Worth Magazine” as one of the best financial advisors in the nation four times in a row, and was profiled in the December 2000 issue of “Investment Advisor Magazine.” “Accounting Today Magazine” has twice listed him as one of the CPAs to know in financial planning. Bernie was three times listed as a five-star wealth manager by “New Jersey Monthly Magazine.” He’s a former board member of the Northeast/Mid-Atlantic Region and a member of the Education Committee for NAPFA, Bernie was the dean of the School of Taxation for NAPFA University as well. Bernie has been quoted by or written articles for “Money Magazine,” “Investment Advisor Magazine,” the “New Jersey Law Journal,” “Financial Planning Magazine,” the Newark Star-Ledger, New York Times, Wall Street Journal, “Accounting Today,” Morris County Daily Record, and the Bergen Record, “Worth Magazine” included. In September 2006. Bernie was a guest on Maria Bartiromo’s TV show Wall Street Journal report.