When you seek out financial advice, it’s reasonable to assume your advisor would put your best interests ahead of their own. But the truth is, if the investment advisor isn’t a fiduciary, they aren’t actually required to do so.
Not all advisors are held to the same standards when providing advice, so it’s important to know who is obligated to follow both a duty of care and a sense of loyalty to their clients.
Ross Hunt has built his 30+ year legacy on the principles of fiduciary planning, with some of his clients partnering with us for over 25 years! If you're looking for a fiduciary financial planner in Temecula, Murrieta, San Diego, or Riverside County, we are here to help.