• Not all financial advisors are certified planners.
• “CFP® professionals must pass the comprehensive CFP® Certification Examination, pass CFP Board’s Fitness Standards for Candidates and Professionals Eligible for Reinstatement, agree to abide by CFP Board’s Code of Ethics and Professional Responsibility and Rules of Conduct which put clients’ interests first and comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement.” – CFP Board

The CFA designation is the most difficult to achieve and respected financial credential in the world. The CFA designation is earned by completing three rigorous tests that focus on expertise in investment management, obtaining an appropriate work history and adhering to a code of ethics.

You do not! We work with clients all over the country. From Massachusetts, to Texas, to here in California, we effectively work with clients in person, over the phone or through video conference.

Not all advisors are fiduciaries, although many are transitioning as it is the right way to practice. We are fiduciaries. This means we have structured our business so that we are personally liable if we give you bad advice. You can also see our signed fiduciary oath here: 

We have a no-nonsense, transparent fee structure. We are independent, fee-only financial planners, which means our only compensation comes from the services we provide to you. We do not get paid any commissions, kick backs, “trails,” or any other fees other than from the fees we charge you directly.

When you partner with Driven Wealth Management, we utilize TD Ameritrade to hold your assets. With this model, you can rest assured you have the fraud protection from one of the biggest firms in the nation, with the individual focus of a small firm like ours.