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

Edwin Milner, Certified Financial Fiduciary®

American Investment Planners

500 N. Broadway Suite 260
Jericho NY 11753

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Zachary Leonard, Certified Financial Fiduciary®

Wealth Management Strategies

4907-B Bridges St. Ext.
Morehead City NC 28557

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Srikant Jonnada, Certified Financial Fiduciary®

Journey Financial Strategies

10416 Greenbriar Pkwy. Suite B
Oklahoma City OK 73159

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Daniela Dubach, Certified Financial Fiduciary®

Financial Literacy Institute, Inc.

25350 Magic Mountain Pkwy. Suite 300
Valencia CA 91355

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Ronald Gelok, Certified Financial Fiduciary®

Ronald Gelok & Associates

1055 Parsippany Blvd. Suite 305b
Parsippany NJ 07054

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Aria Keyoumarsi, Certified Financial Fiduciary®

Eternity Financial Alliance

4695 MacArthur Ct Floor 11
Newport Beach CA 92660

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Jon Schlueter, Certified Financial Fiduciary®, RFC®, CLTC

Empire State Planning Group, INC.

35 Robin Drive Suite 102
Hauppauge NY 11788

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Richard Eller, Certified Financial Fiduciary®

Blueprint Financial Group

745 Fifth Avenue Suite 500
New York NY 10151

  • Phone: 917-363-0312

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Eric Grooms, Certified Financial Fiduciary®

Internal Revenue Service

2001 Butterfield Rd.
Downers Grove IL 60515

  • Phone: 630-715-6374

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Lin Edwards, Certified Financial Fiduciary® , AAMS©, CDFA©, ChFC©, CLU©, CRPC©, QPFC©

Monarch Wealth Management

2806 Flintrock Trace Suite A-103
Lakeway TX 78738

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