32 National Association of Certified Financial Fiduciaries

CFF Directory

Finding a financial professional you can trust is key to achieving a successful retirement.

Certified Financial Fiduciaries® (CFF) 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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Robert Scott Batchelar, CFF, RICP

USA Financial

200 Paddock Lane
Boxborough MA 01719

  • Phone: 617-290-2274

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G. Wade Evans

Evans Investment Advisors, LLC

6713 Perkins Rd.
Baton Rouge LA 70808

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Richard Allison, CFF

Allison Wealth Management

1375 Exposition Blvd. Suite 201
Sacramento CA 95815

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Jacqueline Reeves, AIFA® PPC, CFF

Bell Rock Capital, LLC

980 N. Federal Highway Suite 110
Boca Raton FL 33432

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Christopher Urso, LUTCF, CFF

Urso Financial Management & Consulting, LLC

87 Peacock Place
Toms River NJ 08755

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Brad Pitole, CFF

Trinity Insurance and Financial Services, INC

5511 N. Farmer Branch Rd Suite 101
Ozark MO 65721

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Dina Mabry, CFF

BGA Premier Insurance

5776 Lindero Canyon Rd. Suite D449
Westlake Village CA 91362

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David Hatch, CFF

Newport Wealth Advisors

4695 MacArthur Court 11th Floor
Newport Beach CA 92660

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Jesse Steele, CFF

Etesian Wealth Advisors

1969 Willametter Falls Dr. Ste. 200
West Linn OR 97068

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Betty Azmoon, CFF

Griffin, Financial, LLC

135 S. Chaparral Ct. Suite 110
Anaheim CA 92808

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All fiduciaries are not the same. CFF is the standard of Excellence.