Ethics & Fiduciary Duty

At Zandlo Wealth Advisors, you will always be counseled by a Certified Financial Planner™ Professional, not passed off to a subordinate. As founder Greg Zandlo stated years ago, “Financial planning is the glue to the client. In order to provide the best, objective, and actionable advice, we must learn, before we act.”

This credo dovetails with The Code of Ethics, all CFP® professionals agree to that requires them to:

In addition to The Code of Ethics, a most important ‘Fiduciary Duty’ exists, stating explicitly, A CFP® professional has made the commitment to:

It’s pretty simple: know the client, apply ‘The Golden Rule’ and success will follow. 

Let’s invest 30 minutes and begin to learn what’s important to you.

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Zandlo Wealth Advisors
9298 Central Ave NE, Ste 407
Minneapolis, MN 55434

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