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Kurt N. Gusinde

CFA, CFP®, MBA

Managing Director

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Exeter Financial

7001 N Scottsdale Rd, Ste 1040
Paradise Valley, AZ 85253-3671
(480) 588-0835

James P. Dew

CFP® MBA ChFC® CPWA®

President & CEO

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Financial Advisor serving Arizona and the surrounding communities.

Dew Wealth Management

8888 E Raintree Dr, Suite 120
Scottsdale, AZ 85260
(480) 614-9119
CONNECT WITH James
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Kirk G. Kaprelian

CFP®, ChFC®, CEPA®

Private Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Ameriprise Financial Services, LLC

14274 N Northsight Blvd, Ste 100
Scottsdale, AZ 85260
(480) 473-0376
CONNECT WITH Kirk
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Mary N. Wilcox

EA, CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Wilcox Tax and Financial Advisors LLC

4802 E RAY RD, STE 23-682
Phoenix, AZ 85044-6405
14808933339

Deborah B. Mason

CFP®

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

Dmason Financial, LLC

P.O. Box 1471
Carefree, AZ 85377
(703) 462-3849

Melissa A. Kemp

CFP®, AEP

President

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Business...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Premium Administration, LLC

PO Box 4130
Scottsdale, AZ 85261
(602) 840-2900

William N. Wheeler

CFP®

Investment Consultant

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

LPL Financial

18122 W Cedarwood Ln
Goodyear, AZ 85338-6359
(949) 635-0061

John J. Chichester, Jr.

CFP®, CPA, PFS, AIF®

CEO/Founder

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Chichester Financial Group LLC

10031 N. 28th St
Phoenix, AZ 85028
(602) 821-4877

Virginia E. Asher

CFP®

Senior Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Job Loss, Life...More

Financial Advisor serving Arizona and the surrounding communities.

Whealthy Living LLC

2375 E. Camelback Rd., Ste. #155
Phoenix, AZ 85016
(602) 957-2006
CONNECT WITH Virginia
  • linkedin link

Michelle L. Patel

CFP®

Wealth Manager

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Patel Wealth Strategies Inc.

3100 W Ray Rd, Suite 201
Chandler, AZ 85226
(480) 275-5219
CONNECT WITH Michelle
  • facebook link
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Erin B. Itkoe

CFP®, CPA/PFS, AEP®

Direction of Financial Planning

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Tarbox Family Office

7047 E. Greenway Parkway, Ste 250
Scottsdale, AZ 85254
(949) 721-2330
CONNECT WITH Erin
  • linkedin link

Dean Domask

CFP®

Certified Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Domask Wealth Management

7320 N Dreamy Draw Dr Ste 130
Phoenix, AZ 85020
(602) 374-3744

Peter G. Kosanke, Jr.

CFP®

Investment Advisor Representative

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Holton & Kosanke Wealth Management, LLC

8427 N Mountain Stone Pine Way
Tucson, AZ 85743
(520) 638-7788

Jaron D. Carmichael

CPA, PFS, CFP®, AIF®

Wealth Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation,...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Mercer Advisors

7033 E Greenway Parkway, Ste 290
Scottsdale, AZ 85254
(800) 333-0069
(480) 421-2660
CONNECT WITH Jaron
  • facebook link
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Bud Heintz

CFP®

Financial Planner/Portfolio Manager

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Heintz Wealth Management

16211 N. Scottsdale Rd, A-6-A #472
Scottsdale, AZ 85254
(602) 505-7726
CONNECT WITH Bud
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Larry Lytle

CFP® CAP® CEPA®

CEO

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Wiser Advisor Group

4616 E Sunset Dr
Phoenix, AZ 85028-6115
(800) 926-6449
(480) 500-9055
CONNECT WITH Larry
  • linkedin link

Chris Kawashima

CFP®,ChFC®, EA, CEP

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

Charles Schwab & Co.

2424 E Lincoln Dr
Phoenix, AZ 85016

Charles Schwab & Co.

18724 N 62nd Dr
Glendale, AZ 85308
(800) 579-6896

Angela M. Caballero

MS CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Buying a...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Tucson Old Pueblo Wealth Management

2500 E 22nd St
Tucson, AZ 85713
(520) 389-6549
CONNECT WITH Angela
  • facebook link
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Lance P. Eaton

CFP®

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Retirement,...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Morgan Stanley

Morgan Stanley, 2398 E. Camelback Rd., Suite # 800
Phoenix, AZ 85016
(312) 802-7294

Jacob H. Gold

CFP®

President

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Mutual Funds, Real Estate, Stocks & Bonds, Startup,...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Jacob Gold & Associates, Inc.

14850 N Scottsdale Rd #255
Scottsdale, AZ 85254
(480) 998-4653

Jessica Peck Donnerstein

CFP®

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

3GenWealth

4430 N. Civic Center Plaza, Ste. 101
Scottsdale, AZ 85251
(480) 621-7900
CONNECT WITH Jessica
  • facebook link
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Thomas I. Rindahl

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

TruWest Wealth Management

PO Box 3489
Scottsdale, AZ 85271
(480) 403-6872
CONNECT WITH Thomas
  • linkedin link

Suzanne Seay

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Financial Advisor serving Arizona and the surrounding communities.

Royal Alliance

2571 N. Avenida San Valle
Tucson, AZ 85715
(520) 886-5621

Jennifer Smiljanich

CFP®

Managing Director

Specialties: 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change,...More

Financial Advisor serving Arizona and the surrounding communities.

SJS Investment Services

6720 North Scottsdale Road, Suite 375
Scottsdale, AZ 85253
(419) 885-2626
CONNECT WITH Jennifer
  • linkedin link

Skip Jackson

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Bledsoe Asset Management

1500 E. Bethany Home Rd., Ste. 100
Phoenix, AZ 85014
(602) 595-2324

Adam J. Dekker

CFP®, EA

Lead Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Meredith Dekker Financial Services, LLC

2705 S Alma School Rd, Ste 2
Chandler, AZ 85286-4400
(480) 897-1067
CONNECT WITH Adam
  • linkedin link

Janice N. Guinn

CFP®

Associate Financial Planner

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

Sofia Financial

3670 W Carla Vista Dr
Chandler, AZ 85226-4053
(610) 640-7626

Lloyd F. Howell

CFP®, CPA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Financial Advisor serving Arizona and the surrounding communities.

4071 E Woodside Wy
Gilbert, AZ 85297
(909) 732-2437

Karine R. Beard

CFP®

CERTIFIED FINANCIAL PLANNER™

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Clarus Wealth at Plum Creek

9125 W Thunderbird Road, Suite 100
Peoria, AZ 85381

Clarus Wealth at Plum Creek

419 Jerry St
Castle Rock, CO 80104
CONNECT WITH Karine
  • linkedin link

Francisco J. Ayala

CFP® CFA, MBA

Specialties: Comprehensive Financial Planning

Financial Advisor serving Arizona and the surrounding communities.

The Coleridge Group, LLC

11811 N Tatum Blvd Ste 3031
Phoenix, AZ 85028
CONNECT WITH Francisco
  • linkedin link
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