Harris L. Kerker [ChFEBC℠] – Margate, FL 33063
William S. Morris [ChFEBC℠] – Osprey, FL 34229
Ruth D. Goldstein [ChFEBC℠] – Plantation, FL 33324
Louis R. Finberg [ChFEBC℠] – Singer Island, FL 33404
Judy Armstrong [ChFEBC℠] – St Petersburg, FL 33703
Dennis Edmonds [ChFEBC℠] – St Petersburg, FL 33716
Erik H Doty [ChFEBC℠] – Lakewood Ranch, FL 34202
Christopher J. Guandolo [ChFEBC℠, CFP®] – Bora Raton, FL 33431
Armand A. Atkinson [ChFEBC℠, CFP®] – Tampa, FL 33609
Gregory W. Lawrence [ChFEBC℠, CFP®] – Estero, FL 33928
Charles W Waddell Jr [ChFEBC℠, CPA] – West Palm Beach, FL 33406
Michael J. Marini [ChFEBC℠] – Altamonte Springs, FL 32701
Dennis Williams [ChFEBC℠] – Palm Coast, FL 32137
Anita J. Patel [ChFEBC℠, CFA] – Miami, FL 33131
Chris Maxey [ChFEBC℠] – Tampa, FL 33618
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.