CEFEX
The following mark indicates the independent verification of Insight's adherence to established standards of excellence.
What’s Trust Worth As An Investment Advisor?
How our Clients Benefit from out CEFEX certification
Michael Smith of Insight Financial Partners has attained Investment Advisor Representative Certification from the Centre for Fiduciary Excellence (CEFEX) for RIA services within the LPL Financial Retirement Plan Consulting Program (RPCP).