Pete Foldes I Wealth Coach I Certified Financial Fiduciary®

Las Vegas, Nevada, United States Contact Info
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Institute for Financial Wellness

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    Retirement Planning, Tax Advisory, Financial Advisory, Financial Consulting, Financial Planning, Insurance, and Life Insurance

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You always dreamed of owning your own business. Visualized the lifestyle and freedom that…

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  • Institute for Financial Wellness

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Licenses & Certifications

Volunteer Experience

Organizations

  • Foundation for Fiduciary Education

    Instructor

    - Present

    The Foundation for Fiduciary Education is the only IRS approved 501(c)(3) non-profit organization focused solely on providing unbiased fiduciary financial education. All of our instructors are Certified Financial Fiduciaries® (CFF) sworn to teach unbiased financial education and to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to attend a class taught by a Certified Financial Fiduciary® and hosted by the…

    The Foundation for Fiduciary Education is the only IRS approved 501(c)(3) non-profit organization focused solely on providing unbiased fiduciary financial education. All of our instructors are Certified Financial Fiduciaries® (CFF) sworn to teach unbiased financial education and to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to attend a class taught by a Certified Financial Fiduciary® and hosted by the Foundation for Fiduciary Education® you can be confident that your best interests will always come first!

  • NAIFA- National Association of Insurance and Financial Advisors

    Member

    - Present

    The National Association of Insurance and Financial Advisors protects and promotes the critical role of insurance in a sound financial plan and the essential role provided by our professional agents and advisors. The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

  • Certified Financial Fiduciaries® (CFF)

    Designation

    - Present

    The Certified Financial Fiduciary® designation is the only designation that focuses solely on training financial professionals to be true fiduciaries. It is the only designation that clients and the community 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 NACFF; who agree to uphold the NACFF code of conduct; and who comply with all…

    The Certified Financial Fiduciary® designation is the only designation that focuses solely on training financial professionals to be true fiduciaries. It is the only designation that clients and the community 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 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. Financial professionals who have earned the Certified Financial Fiduciary® designation can immediately and clearly demonstrate expert knowledge of fiduciary standards, and how they practice a fundamental obligation to always put their clients' best interests first. Additionally, designees are bound by a code of conduct that holds them to the highest standards of professionalism in the financial services industry.

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