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

David Swanson, Certified Financial Fiduciary®

Quantum Financial Group

5009 White Sanderling Ct.
Tampa FL 33619

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Robert Duve, Certified Financial Fiduciary®

MPI Unlimited

459 N. Gilbert Rd B-200
Gilbert AZ 85234

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Ngoc Le, Certified Financial Fiduciary®

Citrine Financial Solutions

25350 Magic Mountain Pkwy Suite 300
Valencia CA 91355

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Marcus Champion, Certified Financial Fiduciary®

Arnion Financial

3680 Wilshire Blvd Ste P04 - 1272
Los Angeles CA 90010

  • Phone: 310-753-6099

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Bruce W. Robertson, Certified Financial Fiduciary®

Lincoln Financial Advisors

1330 Post Oak Blvd. #2800
Houston TX 77056

  • Phone: 713-552-7903

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Paul Stawinski, Certified Financial Fiduciary®, CLU®

CLU Wealth Advisors

240 Riverside Blvd. 100
New York NY 10069

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Steven Larsen, Certified Financial Fiduciary®, CPA

Produce Freedom LLC.

4856 E. Baseline Rd. Suite 106
Mesa AZ 85206

  • Phone: (480) 896-2650

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Daniel Rosenberg, Certified Financial Fiduciary®, CLU, ChFC

Rosenberg Wealth Management

1040 Seminole Dr. Unit 153
Fort Lauderdale FL 33304

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Henry Blood, Certified Financial Fiduciary®

Independent Agent


Miamisburg OH 45342

  • Phone: 937-673-5571

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Kevin Wentz, Certified Financial Fiduciary®

Independent Advisor


Scottsdale AZ 85251

  • Phone: 701-425-2122

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