Broker Check

CEFEX

Fiduciary/ fi*du*cia*ry / adjective. A fiduciary is a person or business who is legally responsible to act in the best interest of their clients.

As a firm, we have the singular duty of loyalty and the responsibility to act in good faith and in the best interest of every client. We are in a position of trust and we will act with integrity and avoid conflicts of interest, real and perceived, and effectively manage unavoidable ones. We will not accept any other compensation from any source.

Since 2014, Mariaca Wealth Management has been recognized as a CEFEX-certified investment advisor, a designation sponsored by the Centre for Fiduciary Excellence. This exclusive certification demonstrates our commitment to fiduciary wealth management and verifies our adherence to the industry’s highest standards of practice for High Net Worth Wealth Management and Retirement Planning.

“Through CEFEX’s independent assessment, the certification provides assurance to investors, both institutional and individual, that Mariaca Wealth Management, LLC. has demonstrated adherence to the industry’s best fiduciary practices. This indicates that Mariaca Wealth Management’s interests are aligned with those of investors. The certification, which must be earned annually, verifies that an organization is using best practices in the investment process they apply to manage their client’s assets.”

-Carlos Panskep, General Manager of the Centre for Fiduciary Excellence CEFEX.



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