5 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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Jim Lambert

First Choice Consulting

185 Plains Rd. Suite 207 W
Milford CT 06461

  • Phone: 203-878-4598

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Brad Pistole

Trinity Insurance & Financial Services

5511 N Farmer Branch Road Suite 101
Ozark MO 65721

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Nate Murphree

First Annuity

7105 W 44th Ave
Wheat Ridge CO 80602

  • Phone: 888-758-7305

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Merrit A. Strunk

Momentum Financial and Insurance Services LLC

11770 Bernardo Plaza Court, Suite 466
San Diego CA 92128

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Robert Trejo

Coeus Financial

111 N. Market St. Suite 300
San Jose CA 95113

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Andrew Maisch

The Maisch Financial Group, LLC

311 Harrisonville Rd.
Mullica Hill NJ 08062

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Mark A. Morris

Secure Future Network LLC

4489 Far Hill Ave.
Kettering OH 45429

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Stephen Gentile

NEXT Financial

287 Mt. Vernon St.
Dedham MA 02026

  • Phone: 781-381-0245

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James Stahl

Saline Wealth Management

817 Berlin Road
Cherry Hill NJ 08034

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Charles Heuring

IAMS Wealth Management

505 North 210th Street
Elkhorn NE 68022

  • Phone: 888) 255-7670

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