Refocus Financial is not associated with any commission paying companies. Whether it be insurance companies, broker-dealers, or even real estate agents. We do not receive any commissions, period.

What is best for you. This is what the fiduciary duty means, that we will provide advice that is free of conflict and is in your best interest. Our only concern is providing excellent personal advice to you.

NAPFA has a 40 year history being the standard bearer for fee-only fiduciary advice. Refocus Financial is a member of NAPFA and Daniel has been a NAPFA Registered Advisor for nearly 10 years.