Broker Check

Meet the Team

Leonard  Parson

Leonard E. Parson, CFF®

CEO ~ Founder ~ Certified Financial Fiduciary ®


Lisa  Chenet

Lisa M. Chenet, CFF®, BPC®

Vice President of Operations ~ Certified Financial Fiduciary®


Kyleah  Lee

Dr. Kyleah P. Lee

Vice President

What is a Certified Financial Fiduciary®?

What is a Certified Financial Fiduciary®?

The Certified Financial Fiduciary® (CFF®) designation is the only designation that focuses solely on training financial professionals to be true holistic fiduciaries. It is the only designation that clients and prospects can recognize as a designation meant to help protect them.

The designation is reserved for financial professionals who have successfully completed a rigorous certification and training process established by the National Association of Certified Financial Fiduciaries (NACFF); who agree to uphold the NACFF code of conduct; and who comply with all certification requirements when providing advice to potential or existing clients.

Additionally, designees are bound by a code of conduct that holds them to the highest standards of professionalism in the financial services industry.

All fiduciaries are not the same.

CFF® is the standard of Excellence.