Frequently Asked Questions

Answers to common questions about our services and process.

What does it mean that you're a Certified Financial Fiduciary?

A Certified Financial Fiduciary (CFF) is legally and ethically required to act in the client's best interest at all times. Unlike many financial advisors who operate under a suitability standard, fiduciaries must recommend what is best for you — not what pays the highest commission.

Who do you work with?

We work with business owners, families, and working professionals who want proactive financial strategies — whether that's reducing taxes, planning for retirement, protecting their family's legacy, or optimizing their business operations.

What is the Owner Excelerator Plan?

The Owner Excelerator Plan is a proprietary retirement savings strategy designed for business owners who want to maximize their tax-deferred contributions well beyond traditional 401(k) limits.

Do you offer free consultations?

Yes. We offer a complimentary strategy session to understand your situation, identify opportunities, and determine if we're the right fit to help you reach your goals.

What areas do you serve?

Based in Norco, California, Affirm Foundation serves clients throughout the United States and Canada.

How do I join the Affirm Foundation team?

Visit our Join Our Team page or contact us directly. We're always looking for driven, purpose-oriented individuals who want to build a career in financial services.