The independent CEFEX Investment Advisor certification demonstrates fiduciary excellence at the firm, based on a best practice standard.
Investment Advisory firms are responsible for providing investment advice and/or managing investment decisions. These firms employ wealth managers, financial advisors, trust officers, financial consultants, investment consultants, financial planners and fiduciary advisers.
CEFEX, Centre for Fiduciary Excellence, LLC, has certified Pensionmark Financial Group, LLC of Santa Barbara, CA for the provision of fiduciary Investment Support Services in adherence with a standard of excellence.
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