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East Bay Advisors Network

Fee-only financial planners in the East Bay Area

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    • Cathy Curtis, CFP®
    • Blair Garner, CFP®, CFA, CMFC®, CRPC®
    • Patricia Jennerjohn, CFP®, MBA
    • Joe Morgan, CFP®, CFA
    • John Wenzel, CFP®
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East Bay Advisors Network

The Fiduciary Duty for Investors

All advisors in the East Bay Advisors Network owe you what is known as a fiduciary duty.  A fiduciary duty is the highest duty owed to another person.  It …

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More on CERTIFIED FINANCIAL PLANNER™ professionals

CERTIFIED FINANCIAL PLANNER™ professionals through education and training use a financial planning process to best help you reach your goals. The financial …

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How to choose a financial planner

Financial planners advise clients on how best to save, invest, and grow their money. They can help you tackle a specific financial goal—such as readying …

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All financial planners and investment managers in East Bay Advisors Network are registered members of the National Association of Personal Financial Advisors (NAPFA).
Learn More at NAPFA.org.

The East Bay Advisors Network

  • Cathy Curtis, CFP®
  • Blair Garner, CFP®, CFA, CMFC®, CRPC®
  • Patricia Jennerjohn, CFP®
  • Joe Morgan, CFP®, CFA
  • John Wenzel, CFP®

How to choose a Financial Advisor

Not sure how to choose an Advisor? Click on this “Pursuit of a Financial Advisor Field Guide” prepared for you by the National Association of Personal Financial Advisors (NAPFA)

Articles

  • The Fiduciary Duty for Investors
  • More on CERTIFIED FINANCIAL PLANNER™ professionals
  • How to choose a financial planner

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We are independent, fee-only CERTIFIED FINANCIAL PLANNERS™ serving clients in the East Bay region of California and nationwide.

Financial Planning Articles

East Bay Advisors Network

The Fiduciary Duty for Investors

Meet the advisors

  • Cathy Curtis, CFP®
  • Blair Garner, CFP®, CFA, CMFC®, CRPC®
  • Patricia Jennerjohn, CFP®
  • Joe Morgan, CFP®, CFA
  • John Wenzel, CFP®
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  • Cathy Curtis, CFP®
  • Blair Garner, CFP®, CFA, CMFC®, CRPC®
  • Patricia Jennerjohn, CFP®
  • Joe Morgan, CFP®, CFA
  • John Wenzel, CFP®