Vice President of Accounting Services. CPA, CFA, CMA, MBA.
As a Certified Financial Fiduciary, one must agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients.
What is a Certified Financial Fiduciary?
The CFF designation is reserved for financial professionals who have successfully completed a rigorous certification and training process established by NACFF and AFEA (The American Financial Education Alliance), and who agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. The Department of Labor (DOL) states that fiduciaries are required to act impartially and provide advice that is in their clients' best interest. Additionally, fiduciaries are not permitted to receive payments creating conflicts of interest unless they comply with certain conditions of exemption that minimize the effects of a conflict. Choosing a Certified Financial Fiduciary® (CFF) as your advisor is important because, under the DOL’s regulatory package, the CFF Code of Conduct, and the strict guidelines of the NACFF, they are required to give you advice that is in your best interest, not their own.
All fiduciaries are not the same. CFF® is the standard of Excellence.