We will be open and honest in all aspects of our relationship, including what you pay for our services and the thinking behind our advice.
We strive to keep fees low so you have more money to invest.
Fees and commissions can have a significant impact on your portfolio. Layers of fees may erode your principal significantly. As a member of NAPFA (The National Association for Personal Financial Advisors) we have earned the designation as a fiduciary. Being on your side of the table means disclosing all charges on a “Fee-Only” basis.
CenterPoint Financial, Inc. was established by Priscilla Gilbert, CFP® whose family has been in the financial services and Registered Investment Advisory business for many years. This family tradition was established to serve the individual client in an understandable way in the world of rapidly moving, complex, and often intimidating financial services delivery. Since its founding, the firm has been committed to disclosing costs, performance, and how it earns its keep for the client.
Priscilla N. Gilbert, CFP®, President and Founder
Joyce Smith Cole, CFP®, Adviser Emeritus (Retired)
Patricia Valentine, FPQP™, Client Associate
CenterPoint matched its employee charitable contributions at year-end 2021.
We are committed to the good work of social, cultural, and humanitarian efforts around the world. Here are some of the organizations that CenterPoint has supported with generous matching contributions.
CFP® refers to Certified Financial Planner, a designation held by both Ms. Gilbert and Ms. Cole. It is a rigorous complement of coursework, examinations, continuing education, and ethical standard requirements.
NAPFA refers to The National Association of Personal Financial Advisors, which likewise holds financial advisers to high professional and fiduciary standards and bears the coveted trademark of Fee-Only™. Members have committed to receive no compensation in terms of referral fees, commission, or trails. This supports the commitment to only our clients first.
CenterPoint believes in mentoring and seeks to advance the education and experience of entrants into the profession by mentoring and hiring interns.