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

Michael Grant, ChFC®, Certified Financial Fiduciary®

22 Seven Wealth Management

455 Harrison Ave Suite H
Panama City FL 32401

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Scott Hanock, Certified Financial Fiduciary®

California Educators Financial & Insurance Service

21550 Oxnard St Ste 490
Woodland Hills CA 91367

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William Eager, Certified Financial Fiduciary®

Eager Financial

441 Oxford Rd Suite 2-A
Oxford CT 06478

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Monica Szakos Cramer, Certified Financial Fiduciary®

Asset Preservation Strategies, Inc

3636 Nobel Drive Suite 440
San Diego CA 92122

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Thomas Allen, Certified Financial Fiduciary® , MSFS

T S Allen Financial Services

715 Paint Brush Lane
Temple TX 76502

  • Phone: 254-933-3200

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Theodore Bytnar, Certified Financial Fiduciary®

The Affinity Group

461 S. Main St.
Plymouth MI 48170

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Damon Ladd-Thomas, Certified Financial Fiduciary®

Johns Creek Advisors

11138 State Bridge Rd, #125
Johns Creek GA 30022

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Travis Matheny, Certified Financial Fiduciary®

B.M.P. Financial, LLC


Aurora CO 80014

  • Phone: 720.289.5309

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Edward DiPietro, Certified Financial Fiduciary®

Scharf Group, LLC,

14 Michelle Circle
Gilbertsville PA 19525

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