California

Matthew R Etzler [ChFEBC℠, CFP®, CRC®, CRPS®] – Red Bluff, CA 96080

Lori Davis [ChFEBC℠] – Alta Loma, CA 91701

Matt McDonald [ChFEBC℠] – Elk Grove, CA 95624

Lonnie W. Hood [ChFEBC℠] – Gold River, CA 95670

Richard Young [ChFEBC℠] – Berkeley, CA 94705

Anna Sergunina [ChFEBC℠, CFP®] – Burlingame, CA 34010

Alain P. Gatignol [ChFEBC℠] – San Diego, CA 92126

Carmen C Goldsmith [ChFEBC℠] – San Francisco, CA 94104

Bulent Erol [ChFEBC℠] – San Diego, CA 92129

Justin Heatherly [ChFEBC℠] – San Diego, CA 92127

Matthew A. Foertsch [ChFEBC℠, AIF®] – Sunnyvale, CA 94086

Danny Rowe [ChFEBC℠] – West Hills, CA 91304

Jay N Brown [ChFEBC℠] – San Rafael, CA 94901

Fiduciary – A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients’ interest ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary thus requires being bound both legally and ethically to act in the other’s best interests.

Good Faith – This term is utilized in the Insurance world for their agents. The principle of utmost good faith requires all parties to reveal any information that could feasibly influence their decision to enter into a contract with one another. In the case of the insurance market, that means that the agent must reveal critical details about the contract and its terms.

Disclaimer — Snow Federal Retirement Seminars & ChFEBC℠, LLC. does not favor, endorse, or recommend any Individual, commercial company, or product. The Federal Government does not favor, endorse, or recommend any Individual, commercial company, product, or the views of Snow Federal Retirement Seminars & ChFEBC℠, LLC.
Snow Federal Retirement Seminars & ChFEBC℠, LLC. is an Educational Company.