NAPFA Fiduciary Oath & Code of Ethics
Following the NAPFA Fiduciary Oath means I shall:
- Always act in good faith and with candor.
- Be proactive in disclosing any conflicts of interest that may impact a client.
- Not accept any referral fees or compensation contingent upon the purchase or sale of a financial product.
NAPFA - The National Association of Personal Financial Advisors, the leading fee only organization, named Annette in their Monthly Member Spotlight; October 2018. Congratulations Annette!