Due diligence.
| Position | Rebuilding Confidence |
Resources to help you in your research of potential referrals.
AICPA PFS Credential Holder Directory
www.findapfs.com
Investment Adviser Public Disclosure
www.adviserinfo.sec.gov
CA Dept. of Corporations
www.corp.ca.gov
CFP Credential Holder
www.cfp.net/search
Broker Check
www.FINRA.org
Insurance Broker Check
www.insurance.ca.gov
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