Broker Check

AIF® Press Release


Riverbank, CA January 21, 2018 Jerry Van Houten of American Asset & Wealth Management has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Center’s Code of Ethics and Conduct Standards.  On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation.

Van Houten a resident of Oakdale, CA is CEO of American Asset & Wealth Management with its’ main office in Riverbank which serves clients throughout Northern California.  Van Houten specializes in Insurance & Investments with a focus on Retirement Planning.

Van Houten is a Financial Advisor and an Investment Advisor Representative through Independent Financial Group and sees clients in his branch office in Riverbank as well as branch offices in Concord and Rancho Cordova by appointment.

About Fi360

Fi360, a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors. Headquartered in Pittsburgh, PA, Fi360 is the home of the Accredited Investment Fiduciary® (AIF®) designation, the Fiduciary Focus Toolkit™ and the Fi360 Fiduciary Score®. Fi360 is also the parent company of CEFEX. Learn more at, via Twitter or on LinkedIn.

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Version: July 28.2017