(
A
fiduciary is someone who is managing the assets of another person and stands in
a special relationship of trust, confidence and legal responsibility. The
Center for Fiduciary Studies – associated with the
AIF
designees complete a rigorous training program, pass an examination, conform to
a Code of Ethics, and adhere to yearly continuing education requirements. In
earning the AIF designation, McCann has further demonstrated Perspective
Financial Services’ commitment to meet the highest standard of fiduciary care
for its clients.
Perspective is an independent, fee-only Registered
Investment Advisory (RIA) firm that provides clients with broad-based financial
planning and investment management services.
As a Certified Financial Planner, Registered Investment Advisor and Accredited Investment Fiduciary, McCann adheres to the highest professional ethical standards in the industry; those standards are the benchmark for all the firm’s advisors. The emerging firm includes three additional advisors – Lupe Camargo, Patrick Eng and Jim Mailliard, CFP – and Joe Clancy as operations manager and portfolio administrator.
The firm was recently recognized in Financial Advisor magazine’s second annual “Top RIA Survey.”
Perspective ranked as the fastest-growing RIA firm in
To learn more about Perspective Financial Services, call 602-281-4357 or visit the company website at www.MoneyAZ.com.