Spencer Bone is an experienced marketing professional currently serving as the Managing Director of Member Experience at the National Association of Personal Financial Advisors since February 2024. Prior to this role, Spencer was the Director of Marketing at the American Association of Neurological Surgeons from December 2021 to February 2024. Spencer's extensive background includes key marketing positions at CompTIA, where responsibilities encompassed the development of initiatives for member engagement and retention, and the Society of Actuaries, with roles ranging from Senior Marketing Specialist to Manager of Marketing, focusing on strategic marketing plans and brand promotion. Earlier experience includes leadership in account and media services at Brand Smart Design, account management at SPM Marketing & Communications, and various design and production roles in publishing, culminating in a Solid educational foundation with a B.S. in Journalism - Integrated Marketing Communications from Southern Illinois University.
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NAPFA - National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors is the nation’s leading organization of Fee-Only comprehensive financial planning professionals. Since 1983, NAPFA's ranks have enjoyed steady growth, operating under a strict code of ethics and our widely recognized definition of Fee-Only compensation. NAPFA members are trusted, objective financial advisors for consumers and institutions alike. Individuals join NAPFA to enhance skills, market services and be a part of a collective, influential voice on matters that affect them and their clients. Through the Find an Advisor search function NAPFA offers consumers access to truly comprehensive, strictly Fee-Only financial advisors. At NAPFA, it is all based on a simple, straightforward mission. Professionals who become a NAPFA-Registered Financial Advisor are committed to the Core Values of the organization and agree to follow the NAPFA Fiduciary Oath and Code of Ethics. Mission - To promote the public interest by advancing the financial planning profession and supporting our members consistent with our core values. Core Values: Competency: Requiring the highest standards of proficiency in the industry. Comprehensive: Practicing a holistic approach to financial planning. Compensation: Using a Fee-Only model that facilitates objective advice. Client-centered: Committing to a fiduciary relationship that ensures the client's interest is always first. Complete Disclosure: Providing an explanation of fees and potential conflicts of interest. Vision - The public recognizes that NAPFA advocates the highest standards for personal financial planning and that NAPFA-Registered Financial Advisors are the most trusted advisors of choice.