Apella Fundamentally Believes in Giving Back
To the community and around the world
Apella supports initiatives to show workers (and the public) that the company cares about the greater good. The employees of Apella make it a mission to serve the communities where they operate and throughout the year they dedicate their time and energy to create positive change in their local neighborhoods.
Apella gives in many different ways from sending nurses lunch at Hartford, CT hospital during COVID to sending care packages to troops during the holidays. At Apella our investments of time and energy extends from beyond our clients into our community.
What We Stand For
Apella employees take time in their personal and professional lives to serve in the community. Many Apella advisors are devoted to serving on different boards that positively affect change or support organizations working towards a cause they are passionate about to include the Board of Disciplinary Ethics Commission, Women's Initiative Advocates, and Guiding Eyes of the Blind, just to name a few. In addition to serving on boards, many of our advisors offer free seminars on college planning, social security, and retirement.
Some of the Associations We Are Passionate About
The mission of the Financial Planning Association is to foster excellence in the practice of financial planning and to promote the value of the CFP® designation.
The National Association of Personal Financial Advisors (NAPFA) is a professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Jason Gentile, CFP®
William Suplee, AIF®, CASL, CFA, CFP®, ChFC®, MBA
Stacie Nemetz, AIF®, CFP®
Kevin Young, CFP®, EA
Diana Bacon, CFP® (NAPFA West Region Board of Directors)
A non-profit with a vision to provide the highest impact to the communities it supports and to never turn away a child in need.
The Lenox Library provides equal access to information and ideas through a wide variety of materials and programs for community members of all ages.
Apella is not affiliated with any firm mentioned in this material.
Diversity, Equity and Inclusion
Apella is committed to fostering, cultivating and preserving a culture of diversity, equity and inclusion. Our human capital is the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well. We embrace and encourage our employees’ differences in age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique.
Apella diversity initiatives are applicable—but not limited—to our practices and policies on recruitment and selection; compensation and benefits; professional development and training; promotions, vendor management and the ongoing development of a work environment built on the premise of gender and diversity equity that encourages and enforces:
- Respectful communication and cooperation between all employees and vendors.
- Teamwork and employee participation, permitting employee perspectives.
- Transparency in our collective progress
- Employer and employee contributions to the communities we serve to promote a greater understanding and respect for the diversity.
