NFLPA : Financial Strategies Of California


Some of the qualificaitons of the advisors chosen for the NFLPA Registered Player Financial Program are:

  • A Financial Advisor (FA) must have appropriate professional qualifications to be eligible to participate. These qualifications include a college degree, a minimum of 3 years of relevant experience in financial services or a Master's degree such as an MBA or a Master's in Finance or J.D.
  • A FA must be registered and hold some form of professional designation such as Certified Financial Planner, CFA charter holder, or FINRA qualification (ie. Series 6 or 7 &, 63 or 65).
  • A FA is subject to background checks and due diligence. No FA will be eligible to participate in the program if he or she has a criminal record, civil judgement or regulatory history relating to fraud and similar offenses.
  • A FA is educated as to the specific needs of players, and likewise the players are educated concerning sound financial practices.
  • Additionally, Ted is able to provide to players the concierge service of Wealth Management Solutions (WMS). This allows his clients to "see" their investments, liabilities, and assets in one location. We believe that WMS is one of the best ways to stay on top of and tuned into your financial situation.