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

Scott Malone, Certified Financial Fiduciary®

Rincon Wealth Management

1927 Lohmans Crossing Suite 101
Lakeway TX 78734

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Justin F. Shaw, Certified Financial Fiduciary® , CFS, RFC

Advanced Financial Concepts

3 Sugar Creek Center Blvd. Suite 100
Sugar Land TX 77478

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Eric Bailey, Certified Financial Fiduciary®

Momentum Financial Partners

60 East Rio Salado Pkwy Suite 1201
Tempe AZ 85281

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Victoria Henning-Smejda, Certified Financial Fiduciary®, MA, CFA

Azura Wealth Advisors

420 Lexington Avenue 25th Floor, Suite 2510
New York NY 10170

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Kelsey Anderson, Certified Financial Fiduciary®, CFP®

Monarch Wealth

16008 Caminito De Las Noches
San Diego CA 92128

  • Phone: 970-290-3750

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