Harris L. Kerker [ChFEBC℠] – Margate, FL 33063
William S. Morris [ChFEBC℠] – Osprey, FL 34229
Louis R. Finberg [ChFEBC℠] – Singer Island, FL 33404
Harry E Jameson [ChFEBC℠] – Tarpon Springs, FL 34689
Doug Quilling [ChFEBC℠] – Panama City, FL 32405
Judy Gulley [ChFEBC℠] – St Petersburg, FL 33702
Shawn Stubbs [ChFEBC℠] – Jacksonville, FL 32223
Dennis Edmonds [ChFEBC℠] – St Petersburg, FL 33716
Bryan Bernstein [ChFEBC℠] – Brandenton, FL 34212
Steven W Locklear [ChFEBC℠] – Pensacola, FL 32503
Anthony R. Strachan [ChFEBC℠] – Pensacola, FL 32502
Christopher J. Guandolo [ChFEBC℠, CFP®] – Bora Raton, FL 33431
Armand A. Atkinson [ChFEBC℠] – Tampa, FL 33609
Gregory W Lawrence [ChFEBC℠, CFP®] – Estero, FL 33928
Richard A Price [ChFEBC℠] – Plantation, FL 33324
Jennifer Trowbridge [ChFEBC℠] – Boca Raton, FL 33433
Charles W Waddell Jr [ChFEBC℠, CPA] – West Palm Beach, FL 33405
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.