The NAPFA Money Bus

The Money Bus was a nationwide bus tour created by the Financial Planning Association, the National Association of Personal Financial Advisors, and sponsored by Kiplingers. The Money Bus sparked an effort to promote good financial planning habits and help average consumers who can’t normally afford or qualify for a financial advisor. I was part of this tour on 3/17 of 2009. It was a fun day!

What is the NAPFA Money Bus?

NAPFA money bus tour - financial planning for everyone!

The NAPFA money bus tour was a great success in bringing financial planning to the masses.

Put simply, the bus traveled around the country and had several stops in mostly major cities. At each stop, locally hand selected financial planners were asked to help consumers with financial problems, questions, and issues.

Here’s an article about the The NAPFA Money Bus Financial Planning Tour from local news station KVVU. During the day NAPFA spent a great deal of time creating videos for us financial planners to put out into cyberspace. The videos basically explained what we were doing and they types of issues we were helping financial consumers solve.

Here’s my video going WAY back to 2009:


As you can tell I’d been out in the sun most of the day, and even for March it was quite warm. That didn’t detract from the good stuff we were doing with consumers that day. I remember Chris Baum from Palermo Financial Group (who’s now a financial advisor in Austin Texas) was there with me as well. We had a great time!