Fiduciary Pension Partners, LLC

Steven Puckett is a financial advisor with Fiduciary Pension Partners, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Fiduciary Pension Partners since 2016 and previously held roles at Gateway Advisory, LLC, and Hanys Benefit Services. Outside of his advisory work, he is a majority owner of a real estate management business. Fiduciary Pension Partners provides discretionary portfolio management and retirement plan consulting to individuals, high-net-worth clients, and pension plans. The firm uses a combination of methods including fundamental and technical analysis and modern portfolio theory to manage portfolios on a discretionary basis, serving a small client base with significant assets under advisement and frequently acting as a subadvisor.

Michael Garay is a financial advisor at Fiduciary Pension Partners, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has been with Fiduciary Pension Partners since 2023. Prior to his advisory role, he was a full-time student for nine years. Fiduciary Pension Partners, LLC provides discretionary portfolio management and retirement plan consulting to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm uses a combination of charting, fundamental and technical analysis, quantitative models, and modern portfolio theory to manage portfolios primarily consisting of mutual funds, fixed-income securities, ETFs, equities, annuities, and TIPS.