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

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Fiduciary

Yvette Barrera, Certified Financial FIduciary®

Texas Financial Advisory

229 N. Main St.
Boerne TX 78006

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Tammie Tirres, Certified Financial Fiduciary®

Texas Financial Advisory

229 N. Main St.
Boerne TX 78006

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Brooklynn Willy, Certified Financial Fiduciary®

Texas Financial Advisory

229 N. Main St.
Boerne TX 78006

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William Gotses, Certified Financial Fiduciary®

Colorado Financial Service Corporation

7907 Caminito Del Cid
La Jolla CA 92037

  • Phone: 858-395-3833

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Thomas Colone, Certified Financial Fiduciary®

Tom Colone Agency

PO Box 774
Baldwinsville NY 13027

  • Phone: 315-303-8811

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Jason Kurz, Certified Financial Fiduciary®

American Investment Planners, LLC

500 N. Broadway Suite 260
Jericho NY 11753

  • Phone: 516.932.5130

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Michael Septimo, Certified Financial Fiduciary®, CRPC®

Redwood Credit Union

2460 Mendocino Ave
Santa Rosa CA 95403

  • Phone: 707-387-3552

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Priscilla Elfrink, Certified Financial Fiduciary®

Elfrink & Associates, LLC


FL 32779

  • Phone: (407) 341-3188

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Shannon Drobny, Certified Financial Fiduciary®, BFA™

CUSO Financial Services

500 West Woodbury Road
Altadena CA 91101

  • Phone: 800-944-2200 Ext 2212
  • Website

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Edwin Milner, Certified Financial Fiduciary®

American Investment Planners

500 N. Broadway Suite 260
Jericho NY 11753

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