Learn more About APC Financial Planning.
Our purpose is to make a profound difference in our clients’ lives through excellence in financial planning.
Building Financial Confidence: Our Core Values
Integrity
We serve everyone with uncompromising honesty and good faith.
Excellence
We strive for perfection and will not settle for less than our best.
Thoughtfulness
We consider the needs of others in everything we do.
Collaboration
We work together for a common purpose.
Prosperity
We work to make a profit and invest the profit for the success of our clients, rewarding our team, growing the firm, and meeting the needs of our community.
Our History: Shaping Financial Success
P. Kemp Fain, Jr. is the first enrolled candidate for the Certified Financial Planner designation.
P. Kemp Fain, Jr. is one of the first 42 individuals to be conferred the CFP® certification
Asset Planning Corporation is incorporated in Knoxville, TN, as one of the first independent financial planning firms in the U.S.
P. Kemp Fain, Jr. is elected President of the ICFP.
P. Kemp Fain, Jr. releases a landmark whitepaper, “One Profession. One Designation.” Paul K. Fain, III, joins APC.
Paul K. Fain, III, earns his CFP® certification.
The ICFP establishes the “P. Kemp Fain, Jr., Award” to annually recognize excellence and service in the Financial Planning Profession.
P. Kemp Fain, Jr. passes away (1939-1994).
Paul K. Fain, III, becomes APC’s principal shareholder.
APC selects Charles Schwab and Co., Inc. as our primary custodian.
Suzanne Hornick and Kathy Patty join APC.
APC is approved as an adviser with access to DFA mutual funds.
Suzanne Hornick earns her CFP® certification.
Asset Planning Corporation celebrates its 40th Anniversary.
Steve Carlson joins APC.
Joe Ottaviano joins APC.
Joe Ottaviano earns his CFP® certification.
Joe Ottaviano becomes a Certified Kingdom Advisor and APC President.
Randee Schoenike joins APC.
Joe Ottaviano becomes APC’s principal shareholder.
Adam Kornegay joins APC.
Holly Burnett joins APC.
Daniel Myers joins APC.
Asset Planning Corporation celebrates its 50th Anniversary and rebrands as APC Financial Planning.
Our mission to serve clients continues…