Retirement Planology CEO Courtenay Shipley Named One Of NAPA’s 2019 Top Retirement Plan Advisors Under 40, A.K.A. “Young Guns”

Retirement Planology CEO Courtenay Shipley has been named one of NAPA’s 2019 Top Retirement Plan Advisors Under 40, a.k.a. “young guns”

You can see the list at https://www.napa-net.org/industry-lists/young-guns/

Established in 2014, this list is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners.  Those applications are vetted by a blue ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review, and voted on by thousands in the retirement plan industry. These “Young Guns”are widely seen as the future leaders of the retirement plan advisor industry.

This year NAPA had more than 500 nominations (a 10% increase from a year ago).  While each year’s nominations contain an inspiring pool of potential candidates, due to both the size and quantity of qualifying advisors, they have acknowledged 100 top young retirement plan advisors this year!

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