22 National Association of Certified Financial Fiduciaries

CFF Directory

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

Certified Financial Fiduciaries® (CFF) 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

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Carie S. Gratz, CFF

Davis Wealth Management Group

1801 S. Kanner Hwy
Stuart FL 34994

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Louis R. Terrero, CPA, CFF

New Century Planning Associates Inc.

58 West Main Street Suite 202
Freehold NJ 07728

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Gary Knode, CFF

Safe Harbor Financial

134 E Richardson Avenue
Summerville SC 29483

  • Phone: 843-737-2457

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Jermaine Wilson

JW-LLENS Financial

PO Box 452
Hastings on Hudson NY 10706

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Kevin Smith, CLU, ChFC, CFF

KMS Wealth Management, Inc.

8536 Sidon Street
Orlando FL 32817

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Conor J. Bryant, CFP®, CFF

Bryant Asset Management

1280 New Scotland Road
Slingerlands NY 12159

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John A. Arias, CFF

Penn Mutual

2 Park Avenue
New York NY 10016

  • Phone: 917-554-3645

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James Evans Liaw, CFF

Waterford Wealth Management, LLC

17 W. Jefferson Street Suite 3
Rockville MD 20850

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Jonathan Jackson, CFF

Jackson Tax Advisory Group

206 Easton Drive
Lakeland FL 33803

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Kirk Meyer, CFF, RSSA

K.G Meyer

P.O Box 292908
Nashville TN 37229

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All fiduciaries are not the same. CFF is the standard of Excellence.