Matthew R Etzler [ChFEBC℠, CFP®, CRC®, CRPS®] – Red Bluff, CA 96080
Matt McDonald [ChFEBC℠] – Elk Grove, CA 95624
Lonnie W. Hood [ChFEBC℠] – Gold River, CA 95670
Charlie Haugh [ChFEBC℠] – La Quinta, CA 92253
Jorge Meza [ChFEBC℠] – Stevenson Ranch, CA 91381
Carmen C Goldsmith [ChFEBC℠] – Walnut Creek, CA 94597
Bulent Erol [ChFEBC℠] – San Diego, CA 92129
Matthew A. Foertsch [ChFEBC℠, AIF®] – Sunnyvale, CA 94086
Patty Almony [ChFEBC℠] – Los Angeles, CA 90010
Tom A. Tyo [ChFEBC℠, MBA] – Westlake Village, CA 91362
Matthew Sanford [ChFEBC℠] – San Bruno, CA 94066
Chris Moe [ChFEBC℠, CLU®] – Dana Point, CA
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.