How do you ensure that your advice is in my best interest?

All CFP® certificants are required to adhere to a strict code of ethics and standards of conduct. This includes always acting in the best interest of clients and providing unbiased advice.

I have also signed a Fiduciary Oath, pledging to put clients’ interests first at all times.

Finally, as noted in the ADV disclosure brochure (see “Disclosure Brochure” at the bottom of each page of this website), compensation in any form is not accepted from third parties.