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NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.

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Trusted Advisors

What is a Certified Financial Fiduciary®?

Certified Financial Fiduciaries® follow a higher standard of care and are committed to acting in your best interest. They guide you with expertise across investments, taxes, retirement, and estate planning, always with honesty and transparency.

Fiduciary Duty

Your CF2 advisor is legally and ethically required to act in your best interest at all times.

Expertise

CF2 advisors provide expert guidance across retirement, tax planning, estate planning, and investments.

Trust & Transparency

Clear advice and open communication ensure confidence in every financial decision you make.

Find Your CF2

Answer a few questions to get matched with top CF2 advisors

This short survey helps us find the best Certified Financial Fiduciary® for your needs.

Experiences
13+
Decades of Experience, Endless Innovation
Introducing NewMAP

A Smarter Way to Match Clients With Certified Financial Fiduciaries®

NewMAP connects individuals and families with trusted, fiduciary financial professionals using a structured discovery and advisor-matching process designed to prioritize your financial goals first.

★★★★★
★★★★★

We believe in building lasting relationships with our clients through trust, innovation, and exceptional service.

Certified Financial Fiduciaries

Meet Our Trusted Advisors.

Carol W. Ochoa, CF2
Pleasanton, CA

Carol W. Ochoa, CF2 Your Secure Retirement, Inc.

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David Morgan, CF2, MSFS, CEA
Jacksonville, FL
Glenn W. Mosseller, CF2, RFC
Greensboro, NC

Glenn W. Mosseller, CF2, RFC Roadmap Financial Consulting, LLC

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Timothy Kulhanek, CF2, CRPS
Lincoln, NE

Timothy Kulhanek, CF2, CRPS Stonebridge Insurance & Wealth Mgmt

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Rick McClanahan, CF2
Charlotte, NC

Rick McClanahan, CF2 Legacy First Financial Group LLC

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Jaris Hansen, CF2
Loveland, CO

Jaris Hansen, CF2 Retirement Planning Center

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Glen Pier, CF2
Arden, NC

Glen Pier, CF2 Infinity Wealth Management, Inc.

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Steven L. Crawford, CF2, RFC
Charlotte, NC
Clients Feedback

Success Stories Fuel our Innovation.

I got a lot out of the course. Not just in the material, but also in the opportunity to brainstorm with other advisors about what they are doing and how we can improve.

David Morgan

Certified Financial Fiduciary

Hear what advisors are saying about the Certified Financial Fiduciary designation.

Advisor Testimonials

Class Attendees

As far as attending future trainings for the CFF Designation, I highly recommend it!

John Keeble

Certified Financial Fiduciary

Let's Build Future Together.