The CERTIFIED MEDICAL PLANNER™ Fiduciary Oath
Our mandate is to utmost client loyalty, duty and disclosure. My loyalty requires deep subject matter knowledge and continuing education. My duty exceeds mere SEC “suitability” requirements. My disclosure will include all material engagement facts.
And – at all times – I pledge that client interest is placed ahead of self interest.
Chime-In on Fiduciary Discussions:
An ME-P interview with Bennett Aikin AIF®, Comunications Coordinator for www.fi360.com