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

James Evan Liaw, Certified Financial Fiduciary®

Waterford Wealth Management, LLC

17 W. Jefferson Street Suite 4
Rockville MD 20850

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Robert A. Silvestri, Certified Financial Fiduciary®

Harbor Financial LLC

1333 West McDermott Drive #190
Allen TX 75013

  • Phone: 214-288-1326

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Robert Shestack, Certified Financial Fiduciary®, CVBS

Voluntary Benefits Association

Mount Laurel NJ 08054

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Tony Pruitt, Certified Financial Fiduciary®

Pruitt Wealth

1038 40th avenue N
St. Petersburg FL 33703

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Glen Oaks, Certified Financial Fiduciary®

Financial Security Management Agency

972 Youngstown-Kingsville Rd SE
Vienna OH 44473

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Steve Thurmond, Certified Financial Fiduciary®

Forward Financial, LLC

5600 Brainerd Rd Suite D8
Chattanooga TN 37411

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Laura K. Schilling, J.D, Certified Financial Fiduciary®, CPA, CFP™, CSA®

Financial Innovations LLC

6111 Peachtree Dunwoody Road Suite F101
Atlanta GA 30328

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Eric King, Certified Financial Fiduciary®

Royal Capital Management Group

2245 Virginia St. Suite A
Baton Rouge LA 70802

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William (Bill) Gastl, Certified Financial Fiduciary®, CLU

Wealth Watch Advisors, LLC

9249 Broadway Blvd. 200 535
Highlands Ranch CO 80129

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