As a thought leader in the industry, FiduciaryFirst began working with the Center for Behavioral Finance several years ago and became the first firm in the country to fully implement behavioral finance (Befi) strategies in 401(k), 403(b) and 457 plans. Behavioral Finance studies the psychology of making financial decisions.
Because of the national acclaim for its approach to client and employee success via the use of BeFi strategies, FiduciaryFirst’
Don M. Faller commented, “We now have years of data on specific strategies we've implemented with clients. The quantifiable results are not only measurable but they are sustainable”
“Allianz is showing great vision in the development of new tools and customized Target Date portfolio strategies for clients that need them”, said Faller. Our approach to focusing on the success-objectives of our employer-clients then developing focused and measurable strategies is really exciting”, said Faller.
To learn more about Don Faller and FiduciaryFirst, visit www.fiduciaryfirst.com.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC..
Allianz Global Investors is not affiliated with FiduciaryFirst or LPL Financial and is a separate entity.