TCI has received the Centre for Fiduciary Excellence (CEFEX) Investment Advisor Certification. CEFEX is an independent organization that provides a rigorous systematic assessment to ensure a firm can demonstrate adherence to the industry’s best practices, and is positioned to earn the public’s trust. The certification process, and the annual renewal process to maintain certification, demonstrates the fiduciary excellence of a firm and fosters a culture of continuous improvement.
At TCI we have always acted as a fiduciary and put clients’ interests first. The accreditation assures our clients that we hold ourselves to the highest standards and we enthusiastically embrace the fiduciary standard.
Lily Styrmoe, CFP®, CSRIC™ named 2021 Rising Star by Financial PlanningAug 25, 2021
Bob Swift Named Finalist for Annual Invest in Others Charitable Foundation AwardJul 22, 2021
Lily Styrmoe, CFP®, CSRIC™ interviewed for CreditDonkeyJul 16, 2021
Lily Styrmoe, CFP®, CSRIC™ quoted in The Arizona RepublicMay 17, 2021
Dana Sandoval, CFP® Speaks to USA TODAYApr 19, 2021
TCI Wealth Advisors Mentioned in Inside Tucson BusinessApr 14, 2021
TCI Receives Gallup Exceptional Workplace Award for Second Consecutive YearMar 18, 2021