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

Scott Stooksbury, Certified Financial Fiduciary®

Synergy Wealth Management, INC.

142 River Terrace
Ellijay GA 30540

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Nelson Secretario, Certified Financial Fiduciary® , CLU, ChFC

Redwood Tax Specialist

4174 Hanama'ulu Rd.
Lihue HI 96766

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Patrick Ginefra, Certified Financial Fiduciary®, CFED®, LLC

3650 1/2 Silverside Rd.
Wilmington DE 19810

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Mike Ballard, Certified Financial Fiduciary® ,

Alliance Wealth Management Group

1 Perimeter Park South Suite 318N
Birmingham AL 35243

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Gary Stewart, Certified Financial Fiduciary®

Stewart Wealth Management

4932 Dominion Blvd.
Glen Allen VA 23060

  • Phone: (804)864-5900

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Ron Cook, Jr. Certified Financial Fiduciary®

RC Wealth Advisors

9 Wilkins Dr.
Plainville MA 02762

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Russell Conroy, Certified Financial Fiduciary®

Maximum Asset Preservation Specialists

10275 T4 Road
Hoyt KS 66440

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Peggy Faulkner, Certified Financial Fiduciary®

North Star Retirement

698 12th St. Ste 240
Salem OR 97301

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Vasilis Zois, Certified Financial Fiduciary®

Meritum Wealth Management


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Linda Jensen, Certified Financial Fiduciary®, CLU ChFC, LUTCF, CLTC, CSA, CFEd

Heart Financial Group

3250 14th Ave. NW
Olympia WA 98512

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