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

Kathleen A. Bishop, Certified Financial Fiduciary®

Cowan Financial Group, Inc.

3275 US Highway 1 S
St. Augustine FL 32086

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Daniel J. Black, Certified Financial Fiduciary®

Compass Financial Management Group Inc.

407 8th Ave N
Tierra Verde FL 33715

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Michael L. Audi, Certified Financial Fiduciary®

MLA Financial & Insurance Inc.

13761 Linden Drive
Spring Hill FL 34609

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George Davis, Certified Financial Fiduciary®, CWS

Davis Wealth Management Inc.

836 Southwest 18th Ct.
Fort Lauderdale FL 33315

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Christina Lamb, Certified Financial Fiduciary®

Nelson Financial Planning

423 Country Club Drive
Winter Park FL 32789

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Robert Crane, Certified Financial Fiduciary®

The Crane Financial Group

500 E Fort King Suite A
Ocala FL 34471

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Mir Faisal, Certified Financial Fiduciary®

A & A Financial Solutions

2637 NE Sabal Palm Way
Jensen Beach FL 34957

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Kenneth Levin, Certified Financial Fiduciary®, RFC

SCHLAGER SCHLAGER & LEVIN

12525 New Brittany Blvd. Bldg #30
Fort Myers FL 33907

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Curtis Arnold, Certified Financial Fiduciary®, CPFA

Oxford Advisory Group

3030 N Rocky Pt Dr W Suite 400
Tampa FL 33607

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Jonathon Aggen, Certified Financial Fiduciary®

Midwest Investment Services, LLC

7000 W. Palmetto Park Rd. Suite 210
Boca Raton FL 33433

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