Financial Coach is a SEC Registered Investment Advisor (RIA) and the leadership of our firm consists of 3 CERTIFIED FINANCIAL PLANNER™ practitioners (CFP®), as well as a Chartered Financial Analyst (CFA®) charter holder.
Why should this matter to you?
It may just sound like letters, but it's one small way we can prove that when we build and implement strategies for our clients, we commit to providing each of you with a fiduciary standard of care - acting in your best interest. You might think that all financial services professionals do the same, but that is sadly not the case. The Fiduciary Standard is the exception, not the norm, but is certainly the expectation at Financial Coach.
Learn more about our firm by visiting our website at financialcoachgroup.com