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

Randy Watson, Certified Financial Fiduciary®, CLU®, CES, C(K)P

Shield Financial and Insurance Services, INC.

12907 Alcosta Blvd. Ste. A2
San Ramon CA 94583

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Aurielle West, Certified Financial Fiduciary®

Client Service Specialist

1881 California Ave Suite 101
Corona CA 92881

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William Gotses, Certified Financial Fiduciary®

Colorado Financial Service Corporation

7907 Caminito Del Cid
La Jolla CA 92037

  • Phone: 858-395-3833

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Michael Septimo, Certified Financial Fiduciary®, CRPC®

Redwood Credit Union

2460 Mendocino Ave
Santa Rosa CA 95403

  • Phone: 707-387-3552

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Shannon Drobny, Certified Financial Fiduciary®, BFA™

CUSO Financial Services

500 West Woodbury Road
Altadena CA 91101

  • Phone: 800-944-2200 Ext 2212
  • Website

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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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Aria Keyoumarsi, Certified Financial Fiduciary®

Eternity Financial Alliance

4695 MacArthur Ct Floor 11
Newport Beach CA 92660

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Jason Park, Certified Financial Fiduciary®

Margo Park Financial

501 W. Broadway Suite 800
San Diego CA 92101

  • Phone: 858-847-9191

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Blanca Tinoco-Nava, Certified Financial Fiduciary®

Pacific Capital

1881 California Ave. Suite 101
Corona CA 92881

  • Phone: 951-415-5839

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