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Brad Marshall Leading the Way as an AIF Designee

Brad Marshall (AIF®, CDFA™) is the founder and financial advisor of Marshall Wealth Management Group in Los Gatos, CA.

Brad Marshall, Neighbor

Posted Tue, Mar 10, 2015 at 2:37 pm PT|Updated Tue, Mar 10, 2015 at 2:39 pm PT

When searching for a financial advisor, the options can be endless; however, being an AIF® (Accredited Investment Fiduciary) designee places some advisors above the rest.

Why hire an AIF® designee?

According to fi360, the AIF® designee is “any [fiduciary] investment professional or financial advisor who is required by law and practice to act solely in the interests of and with undivided loyalty to their clients.”

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This is precisely the goal of Brad Marshall, founder of Marshall Wealth Management Group. Brad attained this designation through rigorous training and ongoing education.

Trust is essential. Marshall Wealth Management Group continues to earn this trust through their commitment to their clients. This is embodied in their mission statement: Simplicity. Clarity. Transparency.