Florida

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.