The Alliance of Financial Paraplanners & Advisor Support Professionals is dedicated to empowering, supporting, and advancing the careers of paraplanners, financial advisor support professionals and insurance support professionals. We foster a collaborative community dedicated to professional growth, education, and advocacy, enabling members to excel in their roles and contribute significantly to the financial planning industry.

Mission Statement and Core Values

Mission Statement

The Alliance of Financial Paraplanners & Advisor Support Professionals is dedicated to empowering, supporting, and advancing the careers of paraplanners and advisor support professionals. We foster a collaborative community dedicated to professional growth, education, and advocacy, enabling members to excel in their roles and contribute significantly to the financial planning industry.

Core Values

Empowerment: We champion the vital role of paraplanners and advisor support professionals in the financial planning ecosystem.

Collaboration: We foster a strong sense of community, encouraging knowledge sharing and professional growth among members.

Advocacy: We represent the interests of paraplanners and advisor support professionals, advocating for their recognition and advancement.

Education: We prioritize continuous learning and development, offering resources and opportunities to enhance professional expertise.

Excellence: We uphold the highest standards of professionalism and ethics within the industry.

Our Vision

The Alliance of Financial Paraplanners & Advisor Support Professionals envisions a future where paraplanners and advisor support professionals are universally recognized as indispensable contributors to the financial planning ecosystem. We aspire to be the leading force in empowering these professionals to reach their full potential, driving innovation, and shaping the future of the industry. Through unwavering advocacy, comprehensive education, and a strong, united community, we will elevate the status and impact of our members, ensuring their vital role is celebrated and valued.

Our Leadership Team

Doreen Patrick, ACS
Founder

As an entrepreneur and Certified Online Business Manager, Doreen Patrick brings over 20 years of business support services to her company, Virtual Business Partners LLC. Doreen founded VBP in 2006 as a solution for financial advisors and insurance agents seeking specialized sales, marketing, client services and administrative support, Within its first year, Doreen had successfully built her business to a full-time practice. Doreen also holds a life and health license. She created AFPASP to grow and create community within the profession.

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