MFAA: Leading a Revolution in Financial Planning for Military Families

The Military Financial Advisors Association formed up in 2020 with the primary mission of providing affordable, financial planning and advice to military families. With ten initial founding members, MFAA is rapidly expanding to provide more and better access to comprehensive, fiduciary planning. This presentation will describe MFAA’s ongoing efforts to serve the military community, develop the PROFESSION of financial planning, and to mentor service members and their spouses who are considering transitioning into the financial planning field. These efforts include:

  • The bi-weekly “Military to Financial Planner” podcast
  • Outreach to the SkillBridge program to provide internship opportunities to aspiring financial planners
  • Development of a professional credential focused on comprehensive financial planning for active duty, reserve and retired military families
Career Transitions and Starting Out