Credo Financial Advisors is a Registered Investment Advisor (RIA) firm based in Roseville, California. The company operates on a fee-only basis, meaning its revenue comes directly from clients rather than from commissions on financial products, which aligns its interests with those of its clients. It functions as a fiduciary, legally obligated to act in its clients' best interests. The firm specializes in creating customized financial plans and managing investment portfolios to help individuals and families achieve their long-term financial goals, such as retirement, education funding, and wealth preservation.

Founded in

United States