Over the last 40 years, Bob has been a leading voice for ethical practices in the investment community. As advisors, Bob and Andrew follow the Certified Financial Planner Board of Standards, Inc. code of ethics.
1 – Act with honesty, integrity, competence, and diligence.
2 – Act in the client’s best interests.
3 – Exercise due care.
4 – Avoid or disclose and manage conflicts of interest.
5 – Maintain the confidentiality and protect the privacy of client information.
6 – Act in a manner that reflects positively on the financial planning profession and CFP® certification.