Our Network

Our Network

We have membership in following organizations, whose resources bring depth and professionalism to the services we provide to clients.

Financial Planning Association
The Financial Planning Association’s membership comprises diverse professionals -- financial planners, accountants, attorneys, bankers, charitable giving specialists, insurance agents, investment consultants and managers – and others who seek to foster the highest ethics and best practices for financial planning services.

Certified Financial Planner Board of Standards
Seneschal Advisors’ planners are certified according to the standards of the Certified Financial Planners Board of Standards, whose certification trademark is CERTIFIED FINANCIAL PLANNER™ or CFP®.

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