What is a Fiduciary?
A Fiduciary is an Advisor that always puts a clients interest first, no matter what. As a Diazo client, you will work with a fiduciary advisor who leads the client team, including a Certified Financial Planner™.
CFP® professionals are held to strict ethical standards and have passed a rigorous exam to demonstrate they can help deliver a comprehensive financial planning strategy.
As of October 1, 2019 here are the CFP Boards new standards.