Petso Financial Consultants, LLC

 

  
Educating our clients to build confidence and find peace with their money for over 30 years.
                                        

 

 

 

 

 

 

Click here to estimate your Social Security benefits

 

 

Click Here to see Dave on KTVB's Viewpoint 

 

 

 

 

Hear Dave speak on the impact President Trump has had on the Stock Market, Micron, and if it is a good time to invest. Dave's segment starts at the 13:23 mark

 

We are absolutely committed to:                      

  • Using our experience to guide, advise, and educate you on your way to achieving your financial objectives.
  • Continuing our education in this fast-changing financial environment.
  • Using the latest technology to provide you with current information on your investments. 
  • Governing our actions by the Certified Financial Planner's (CFP®) code of ethics.

 

CFP® Code of Ethics

A CFP® designee shall:

  • Offer and provide professional services with integrity.
  • Be objective in providing professional services to clients.
  • Provide services to clients competently and maintain the necessary knowledge and skill to continue to do so in those areas in which the designee is engaged.
  • Perform professional services in a manner that is fair and reasonable to clients, principals, partners, and employers and shall disclose conflict(s) of interest(s) in providing such services.
  • Not disclose any confidential client information without the specific consent of the client unless in response to proper legal process, to defend against charges of wrongdoing by the CFP® designee or in connection with a civil dispute between the CFP® designee and the client.
  • Act in a manner that demonstrates exemplary professional conduct.
  • Act diligently in providing professional services. CFP® designee's conduct in all matters shall reflect credit upon the profession.

 

Investment Advisor Background Check: