California

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

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℠] – San Francisco, CA 94104

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

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

Patty Almony [ChFEBC℠] – Los Angeles, CA 90010

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.

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