Directory

Finding a financial professional you can trust is key to achieving a successful retirement.

Certified Financial Fiduciaries® are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!

National Association of Certified Financial Fiduciaries

Find a Certified Financial
Fiduciary

David Morgan, Certified Financial Fiduciary® , MSFS, CEA

The R.E.A.P. Companies

4651 Salisbury Rd. Suite 400
Jacksonville FL 32256

  • Phone: 855-904-REAP (7327)
  • Website

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Glenn P. Scharf, Certified Financial Fiduciary®

Scharf Group LLC

1538A Stickney Point Road
Sarasota FL 34231

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Joel J. Garris, CFP, Certified Financial Fiduciary®

Nelson Financial Planning

423 Country Club Drive
Winter Park FL 32789

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Robert Field, Certified Financial Fiduciary®

Nelson Financial Planning

423 Country Club Drive
Winter Park FL 32789

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Bruce Elfenbein, Certified Financial Fiduciary®

SecuRetirement, Inc

3198 Stirling Road H2
Hollywood FL 33021

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Peter Laliberte, Certified Financial Fiduciary®

Liberty Advisory Group

228 Canal Boulevard Suite 1
Ponte Vedra Beach FL 32082

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Richard Ehrlich, CLU, ChFC, CFS, CFEd, Certified Financial Fiduciary®

THE SECURE WEALTH PLANNING GROUP

7280 W Palmetto Park Road Suite 201 N
Boca Raton FL 33433

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Michael Grant, ChFC®, Certified Financial Fiduciary®

22 Seven Wealth Management

455 Harrison Ave Suite H
Panama City FL 32401

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Jim Cooper, Certified Financial Fiduciary®

Jim Cooper Insurance

99 6th ST SW Suite 109
Winter Haven FL 33880

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Eric M. Hutter, Certified Financial Fiduciary®

Osprey Retirement Solutions

705 S. W. Wisper Bay Drive
Palm City FL 34990

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All Fiduciaries are not the same. Certified Financial Fiduciary® is the standard of Excellence.