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

Matthew Sherman, Certified Financial Fiduciary®

Insurance My Way

700 S Rosemary Avenue Suite 204 - B1
West Palm Beach FL 33401

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Brian Keith Moon, Certified Financial Fiduciary® , RSSA

Toro Bravo Investment Advisors, LLC

3418 Olsen Blvd Suite A
Amarillo TX 79109

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Doug Halbreiner, Certified Financial Fiduciary® , CRPS

3 Dimensional Wealth Advisory

152 Forest Avenue
Locust Valley NY 11560

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Chad Willardson, Certified Financial Fiduciary® , AWMA, CRPC

Pacific Capital

1881 California Ave. Suite 101
Corona CA 92879

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Garrett Moretz, Certified Financial Fiduciary® , CFS

Moretz Wealth Management, LLC

347 North Main Street Suite 201
Mooresville NC 28115

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Tracy Rosenau, Certified Financial Fiduciary®

JL Smith Group

36610 Detroit Rd.
Avon OH 44011

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David Shapiro, Certified Financial Fiduciary®

Peak Investment Coaching

88 W. Center
Logan UT 84321

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Ed Beemiller, Certified Financial Fiduciary®

Keystone Financial Group

700 Taylor Rd Ste 170
Gahanna OH 43230

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Michael Lehrhaupt, Certified Financial Fiduciary®

Strategies For Retirement

100 Beard Saw Mill Rd. Suite 275
Shelton CT 06484

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Kenneth Bell JR., Certified Financial Fiduciary®

Bell & Associates Consulting Firm, LLC

144 S. Thomas St. Suite 103-1
Tupelo MS 38801

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