Strong Catholic Community
Connect with faithful peers, sharpen your skills, and grow your business through the Catholic Financial Planners Network.
Don’t keep your faith separate from work.
Too often in our industry, advisors only follow their personal standards for values and ethics. At best, these advisors are silent about being guided by their faith. At worst, they focus more on personal profits than clients’ needs.
You CAN merge your Catholic faith with your professional work.
Grow Professionally While Standing Strong Morally
Strengthen Your Faith & Sharpen Your Skills
Connect with like-minded Catholic financial professionals, gain fresh insights, and stay true to your core values while growing in your expertise. Be inspired, supported, and equipped to serve with faith and excellence!
For Marketing Members:
Connect with Potential Clients Who Share Your Faith & Values
Join a network where Catholic families actively seek financial guidance from professionals who understand their faith and values.
Boost Visibility & Share Your Expertise
Join us as a guest on the Catholic Money Mastermind podcast and showcase your financial expertise to an engaged audience. This is your chance to build credibility, connect with potential clients, and share insights that can have a real impact.
Get Noticed by Catholic Clients
Receive a featured listing on our site, putting you in front of faith-driven individuals seeking financial guidance from a trusted Catholic planner. Stand out, build credibility, and connect with potential clients!
Don’t go it alone.
Like you, we’re committed to ethical and professional excellence. And we find life is better in community.
We understand what it’s like to think you need to leave your faith out of your financial planning work. We know how hard it is to build trust with prospective clients who don’t realize you’re guided by your Catholic faith.
We invite you to join the network and continue your professional journey supported by fellow believers.
Join and Grow
Step 1: Join the Network
Click “Join The Network” to submit your application and become part of this community dedicated to aligning work with Catholic values.
Step 2: Engage with the Community
Attend monthly peer-advisory meetings and interact virtually with other members on Circle.
Step 3: Get Listed
For marketing members, we’ll create your professional listing to showcase your expertise and connect you with faith-driven clients.
Free Guide for Catholic Financial Advisors
Building a Thriving Catholic Advisory Practice
A practical guide to values-aligned client discovery, Morally Responsible Investing, and growing your faith-based practice.
By becoming a member you agree to the following:
Profession of Faith:
I with firm faith believe and profess each and everything that is contained in the Symbol of faith, namely:
I believe in one God, the Father almighty, maker of heaven and earth, of all things visible and invisible. I believe in one Lord Jesus Christ, the Only Begotten Son of God, born of the Father before all ages. God from God, Light from Light, true God from true God, begotten, not made, consubstantial with the Father; through him all things were made. For us men and for our salvation he came down from heaven, and by the Holy Spirit was incarnate of the Virgin Mary, and became man. For our sake he was crucified under Pontius Pilate, he suffered death and was buried, and rose again on the third day in accordance with the Scriptures. He ascended into heaven and is seated at the right hand of the Father. He will come again in glory to judge the living and the dead and his kingdom will have no end. I believe in the Holy Spirit, the Lord, the giver of life, who proceeds from the Father and the Son, who with the Father and the Son is adored and glorified, who has spoken through the prophets. I believe in one, holy, catholic, and apostolic Church. I confess one baptism for the forgiveness of sins and I look forward to the resurrection of the dead and the life of the world to come. Amen.
With firm faith, I also believe everything contained in the word of God, whether written or handed down in Tradition, which the Church, either by a solemn judgment or by the ordinary and universal Magisterium, sets forth to be believed as divinely revealed.
I also firmly accept and hold each and everything definitively proposed by the Church regarding teaching on faith and morals.
Moreover, I adhere with religious submission of will and intellect to the teachings which either the Roman Pontiff or the College of Bishops enunciate when they exercise their authentic Magisterium, even if they do not intend to proclaim these teachings by a definitive act.
Advisor Pledge:
I believe in placing the client’s best interests first. Therefore, I will exercise my best efforts in the following our four principles.
- I will always put the client’s best interests first.
- I will act with prudence; which is the skill, care, diligence, and right judgment of a professional.
- I will not mislead. I will provide clear and full disclosures of all important facts.
- I will be proactive in disclosing and managing fairly any unavoidable conflicts.
Still have questions?
Please use the contact form to share the questions you have. A member of our customer care team will respond to you personally in 1-2 business days. Please make sure to include your best email address.
