Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.
Karl is the CEO and Founder with teamwork being at the heart of his firm. Karl is a Certified Financial Fiduciary and has been a financial advisor and retirement specialist since 1988. He and his spouse Tana live in Naples. They are blessed with two children and two beautiful grand daughters. They are both avid tennis players and golfers. Karl's devotion to his clients and family are the foundation for success of Atlantic Asset Advisors.
Certified Financial Fiduciary ®
The Foundation for Fiduciary Education (FFE) is proud to be one of the fastest growing non-profit financial wellness programs in the country, and the only one who’s Instructors are exclusively Certified Financial Fiduciaries.
HELP US SPREAD FINANCIAL EDUCATION. BECOME A SPONSOR! Learn MoreThe Foundation Fiduciary Education (FFE) is one of the fastest growing non-profit financial wellness programs in the country!
THE PATH TO YOUR FINANCIAL SUCCESS STARTS HERE!