NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.
Mr. Pachacuti is a Certified Financial Fiduciary®. He is a Financial Advisor who has successfully completed a specialized, comprehensive, Fiduciary Certification and Training Program. He is registered with the National Association of Certified Financial Fiduciaries (NACFF).
Author, speaker, former Registered Representative (Securities License Holder), and Safe Money Advisor, Mr. Pachacuti brings 20 years of experience and advanced financial analysis skills to his client financial portfolio design. He has specialized training in Small Business Strategies, Senior Financial Strategies (Social Security Claiming Strategies included) and in other specialized financial topics.
Mr. Pachacuti is a Holistic Financial Advisor.
He enjoys building long-term individual and business client relationships and he and his firm work best with clients who desire Holistic, Comprehensive Retirement Planning for themselves or for their businesses.
Mr. Pachacuti designs Retirement Financial Portfolios based on the four pillars of Growth, Flexibility, Safety, and Strength. He enjoys keeping in touch with his clients by completing complimentary annual client reviews. These yearly client reviews keep Mr. Pachacuti’s portfolios fresh, focused, and on target with client goals and with the current economic trends.
“SP Financial Services has been my family’s primary fiduciary advisor for over 15 years. The SP Financial Services team’s knowledge, insight, and friendship have been invaluable over the years. They have helped us navigate the complex world of investments and retirement planning.
SP Financial Services is devoted to their clients and they work tirelessly to find the “perfect” product for a particular investment objective.
Silvio Pachacuti’s recommendations include high-quality, fully insured, mid to long term investments that first and foremost completely preserve the principal while offering competitive returns.
Our investments with Mr. Pachacuti have weathered troubled financial times, most notably in 2008, and continue to be the cornerstone of our retirement strategy. We trust SP Financial Services and have full faith in their guidance. We look forward to continuing our business and personal relationship with them for years to come.”
Chris and Kristi G.