PID 140


Certified Trust and Fiduciary Advisor

The Certified Trust and Fiduciary Advisor is a designation awarded by the American Bankers Association intended to assess and certify a financial professional’s knowledge and ability in the field of trusts and financial advice. Eligible candidates must meet significant wealth management experience, ethics, and training requirements, as well as passing an examination. Designees are required to uphold the code of ethics to “maintain a high standard of conduct, competency, knowledge, professionalism, integrity, objectivity and responsibility as they discharge their duties in the practice of their profession.”

Paul Foster, CTFA, CPWA®, CFP®

As one of the founding members of the Foster Victor team, Paul Foster is committed to helping families and small business owners succeed with both financial and legacy planning.  He …