Who We Are

A Premier Organization

AAAFA is the premier organization for African American financial advisors seeking to establish a meaningful network with peers, sponsors and allied professionals.

The Association of African American Financial Advisors (AAAFA) is the premier professional membership organization for African-American Financial Advisors and allied professionals. We define financial advisors as those financial professionals that are Registered Investment Advisors, investment advisor representatives and those with degrees or designations such are JD, MBA, CPA, CPA/PFS, CFP, ChFC, CRPC, CRPS, CFA, CPWA.

Allied professionals include but are not limited to life and disability insurance professionals, property and casualty professionals, estate and family law attorneys, non-registered financial coaches and financial writers and press. Professional Members are held to high educational, professional, licensing, ethical, and compliance standards, demonstrating a true commitment to professional client service.

 

We work in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, AAAFA fosters the value of financial planning and advances the financial planning profession.

The Association of African American Financial Advisors is the leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. AAAFA demonstrates and supports a professional commitment to education and a client-centered financial planning process.

Objectives

  1. Increasing the demand for and inclusion of black financial planners in key decision-making roles in the industry.
  2. Increasing the support for current and future black financial planners
  3. Improving African American financial wellness through financial education and financial planning

Vision Statement

AAAFA is the premier organization for African American financial advisors seeking to establish a meaningful network with peers, sponsors and allied professionals. Through dedication to learning, development, outreach and support, our members are empowered to advance the financial planning profession.