NAPA 2023 RECOGNITION
Join us in throwing a virtual confetti party for Brea, who has been recognized as one of NAPA's Top Women Advisors for 2023. This prestigious accolade isn't just a pat on the back; it underscores her unwavering commitment to excellence, and it is particularly noteworthy in an industry where women remain underrepresented. Brea’s achievement is not only a personal triumph but also a reminder of the possibilities for women in financial services.
Brea doesn't just advise her clients; she leads by example. Her dedication to ethical and responsible financial practices has inspired her colleagues and mentees. She is a true role model in the industry, showing that success can be achieved with integrity and a client-first approach.
Congratulations to Brea and the other NAPA Top Women Advisors on this well-deserved honor!
About the Award
The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Nominees had to be women, had to be retirement plan advisors with their own book of business. Nominees are required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. The time period upon which the rating is based is from 06/01/2022 to 06/01/2023 and was released on 10/17/2023. Within the group of top women advisors, Captains are those who were principals, owners, or team captains of their organizations. All-Stars are top producers who have their own practice. Rising Stars are top producers who have less than five years of experience with retirement plans as a Financial Advisor (some have been working with plans longer, but not as a plan advisor). For the 2022 award, there were nearly 500 nominations and 261 applications completed and considered. There were 50 Captains, 50 All-Stars, and 19 Rising Stars on the final list. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of an individual client's experience.
About the National Association of Plan Advisors
The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. More information about NAPA is available at napa-net.org.