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

Todd Matia, Certified Financial Fiduciary®

Harvey Investment Management

102 s. Tejon Suite 500
Colorado Springs CO 80903

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Steven Hafner, Certified Financial Fiduciary® , AIF®

True Alpha Wealth Management

5004 Timber Commons Drive
Sandusky OH 44870

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Brian Duttera, Certified Financial Fiduciary®

True Alpha Wealth Management

5004 Timber Commons Dr.
Sandusky OH 44870

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Charles Czajka, Certified Financial Fiduciary® , CEP®, RFC®,CSSCS®

Macro Money Concepts

2684 SE Willoughby Blvd.
Stuart FL 34994

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Sunil Patel, Certified Financial Fiduciary®

Impact Your Wealth

3506 Indian Summer Lane
Arlington TX 76016

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Michael Caprai, Certified Financial Fiduciary® , AIF®

Green Leaf Financial Consulting, LLC

1096 Eastland Drive North
Twin Falls ID 83301

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George Escobar, Certified Financial Fiduciary®

NEXT Financial Group


San Dimas CA 91744

  • Phone: 909-297-0930

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Daniel Stewart, Certified Financial Fiduciary®

Stewart Wealth Advisors

999 Vanderbilt Beach Rd.
Naples FL 34104

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Sabina Pan, Certified Financial Fiduciary® , CPA, MBA

Bay CPA Plus

303 Twin Dolphin Dr. #600
Redwood City CA 94065

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