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

G. Wade Evans, Certified Financial Fiduciary®

Evans Investment Advisors, LLC

6713 Perkins Rd.
Baton Rouge LA 70808

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Richard Allison, Certified Financial Fiduciary®

Allison Wealth Management

1375 Exposition Blvd. Suite 201
Sacramento CA 95815

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Christopher Urso, Certified Financial Fiduciary® , LUTCF

Urso Financial Management & Consulting, LLC

26 Oakham Row
Manchester NJ 08759

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Brad Pitole, Certified Financial Fiduciary®

Trinity Insurance and Financial Services, INC

5511 N. Farmer Branch Rd Suite 101
Ozark MO 65721

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Dina Mabry, Certified Financial Fiduciary®

BGA Premier Insurance

5776 Lindero Canyon Rd. Suite D449
Westlake Village CA 91362

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David Hatch, Certified Financial Fiduciary®

Newport Wealth Advisors

4695 MacArthur Court 11th Floor
Newport Beach CA 92660

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Jesse Steele, Certified Financial Fiduciary®

Etesian Wealth Advisors

1969 Willametter Falls Dr. Ste. 200
West Linn OR 97068

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Betty Azmoon, Certified Financial Fiduciary®

Griffin, Financial, LLC

135 S. Chaparral Ct. Suite 110
Anaheim CA 92808

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Joseph Bilello, Certified Financial Fiduciary® , ChFC®, CEP®, CKA®

Avanti Wealth Management

110 Crown Oak Centre Drive
Longwood FL 32750

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Jacob Scarminach, Certified Financial Fiduciary®

Etesian Wealth Advisors

1969 Willamette Falls Dr. Suite 200
West Linn OR 97068

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