San Francisco, CA (PRWEB) April 24, 2014
Local financial advisor Marilyn Suey has earned the Accredited Investment Fiduciary® (AIF®) designation. To receive the designation, Suey completed an educational program covering best practices for executing fiduciary responsibilities as well as legislation pertaining to the fiduciary process.
“The AIF® designation is well-respected in the financial services field,” said Marilyn. “I felt it was important to pursue this designation because it helps clients understand I have been trained in how to help them act in their best interests as a fiduciary.”
She is a financial advisor at Yerba Buena Financial Partners, LLC in San Ramon, California. Marilyn has been helping clients achieve their financial goals for over 10 years. Her clients are business owners and entrepreneurs.
The AIF® designation is awarded by the Center for Fiduciary Studies. AIF® designees must pass an initial training program on investment fiduciary standards of care and must complete continuing education requirements each year to maintain their designation. In addition, all AIF® designees make a pledge to uphold the designation’s code of ethics. To find out more about the AIF® designation, visit http://www.fi360.com/main/designations_aif.jsp.
About Yerba Buena Financial Partners, LLC
Yerba Buena Financial Partners, LLC is a private wealth management firm providing truly independent boutique service with a clearly defined dynamic process that seeks to grow and protect wealth. Based in San Rafael and San Ramon, CA and with clients nationwide, we are dedicated to helping our select individuals, businesses, and non-profit clients make a greater impact on the people and causes they care about deeply.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
fi360 offers a comprehensive approach to investment fiduciary education, practice management and support that has established them as the go-to source for investment fiduciary insights. With substantiated Practices as the foundation, fi360 offers world-class fiduciary Training/Education, Tools and Resources that are essential for fiduciaries and those who provide services to fiduciaries to effectively and successfully manage their roles and responsibilities. For more information about fi360, please visit http://www.fi360.com.
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Bruce Frankel and/or Marilyn Suey
Yerba Buena Financial Partners, LLC