KarlBlovet.com - Chicago Accounting and Financial Planning Chicago Accounting and Financial Planning
Karl W. Blovet & Associates
53 W. Jackson Blvd., Ste. 1628
Chicago, Illinois 60604
Telephone: (312) 435-4000

Code of Ethics

The National Association of Personal Financial Advisors (NAPFA) Code of Ethics

Recognizing our fiduciary responsibility to clients and the public, we uphold the highest standards of care in the industry by espousing and practicing:

  • Objectivity
  • Fairness and Suitability
  • Full Disclosure
  • Confidentiality
  • Integrity and Honesty
  • Professionalism
  • Competence
  • Regulatory Compliance

 

Financial Planning
Retirement Planning
Investment Planning
Tax Planning
Education Planning
Accounting

National Association of Personal Financial Advisors

Certified Financial Planner®

Certified Public Accountant


Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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