Matthew R Etzler [ChFEBC℠, CFP®, CRC®, CRPS®] – Red Bluff, CA 96080
Matt McDonald [ChFEBC℠] – Elk Grove, CA 95624
Richard Young [ChFEBC℠] – Berkeley, CA 94705
Robert Shabkie [ChFEBC℠] – San Diego, CA 92127
Jorge Meza [ChFEBC℠] – Stevenson Ranch, CA 91381
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
Steven Tran [ChFEBC℠] – Irvine, CA 92612
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.