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

Kelly Lesnick, Certified Financial Fiduciary®

Lesnick Company

911 South Main St. Suite12
Boerne TX 78006

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Mark Charnet, Certified Financial Fiduciary®

American Prosperity Group

901 Route 23 South
Pompton Plains NJ 07444

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Hoyt Robey, Certified Financial Fiduciary® , ChFC®, CLU®, RICP ®

Personal Economics, LLC

757 West 700 South
Woods Cross UT 84087

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Robert Bute, Certified Financial Fiduciary® , MBA, NSSA

Destiny Investments

1 Galleria Blvd. Ste. 1900
Metairie LA 70001

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Peter Laliberte, Certified Financial Fiduciary®

Liberty Advisory Group

228 Canal Boulevard Suite 1
Ponte Vedra Beach FL 32082

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Jeff Holmes, MBA, Certified Financial Fiduciary®

Assured Financial, LLC

14362 N Frank Lloyd Wright Blvd. Suite 1000
Scottsdale AZ 85260

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Megan Muccio, CPA, Certified Financial Fiduciary®

Craig James Financial Services, LLC

510 Broadhollow Road Suite 204
Melville NY 11747

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Richard Ehrlich, CLU, ChFC, CFS, CFEd, Certified Financial Fiduciary®

THE SECURE WEALTH PLANNING GROUP

7280 W Palmetto Park Road Suite 201 N
Boca Raton FL 33433

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Steve Scollard, Certified Financial Fiduciary®

CreateTailwind


Dakota Dunes SD 57049

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