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Christopher T. Urness

CFP®, ChFC®, AAMS®

CEO / Wealth Advisor

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

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

FocalPoint Wealth Management

16435 N Scottsdale Rd, Ste 210
Scottsdale, AZ 85254
(480) 771-7526

Marty R. Henne

CFP®

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

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

The Henne Financial Group

6263 N Scottsdale Rd, Ste 385
Scottsdale, AZ 85250
(480) 503-8008

David B. Hammond

CFP®

Owner

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

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

Hammond & Associates

5993 E Grant Rd
Tucson, AZ 85712
(520) 751-3823

Kathie Beck Barnes

CFP®, MC

Certified Financial Planner

Specialties: Attending College, Buying a Home, Charitable & Planned Giving, Career Change, Investment...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Versant Capital Management

2394 East Camelback, Suite 100
Phoenix, AZ 85016
(866) 303-2347
(602) 635-3760

Christopher G. Lyding

CFP®, CPA, PFS

Principal

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

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

Brookstone Capital Management LLC

15412 N 7th Dr
Phoenix, AZ 85023
(602) 882-5510

Michael L. Treiberg

CFP®

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

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

Treiberg Wealth Management

3573 E Sunrise Dr, Ste 115
Tucson, AZ 85718
(520) 232-0505

Deborah B. Mason

CFP®

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

Dm.ason Financial, LLC

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

Jonathan E. Hohn

CFP®

Senior Financial Advisor

Specialties: Attending College, Banking, Charitable & Planned Giving, Asset Allocation, Estate Planning...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Vanguard Group

4422 E. Emile Zola Ave.
Phoenix, AZ 85032
(248) 563-4855

James M. Graham

CFP®

Investment Advisor Representative

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

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

Orange Rock Wealth Management, LLC

1490 S Price Rd, Ste 113
Chandler, AZ 85286
(480) 535-9330

Michael P. Black

CFP®, CDFA

Sole Proprietor

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

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

Michael Phillips Black Wealth Management

7520 E 2nd St, Suite 7
Scottsdale, AZ 85251
(480) 425-0154

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.

TrustBank

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

John Campbell

CFP®

VP - Senior Managing Director

Specialties: Banking, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Northern Trust

2398 E. Camelback Road, Ste 1100
Scottsdale, AZ 85016
(602) 468-2563

Chris Kawashima

CFP®,ChFC®, EA

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

Carol A. Friedhoff

CFP®, EA, MS, PMP

President, CFP(R)

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Savvy Outcomes Inc.

4466 N Saddle View Dr
Tucson, AZ 85750
(614) 580-9926

Vincent Rossi

MSFS, CFP®

President, Chief Investment Officer

Specialties: Investment Management, Retirement

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Intelligent Capitalworks

16427 N Scottsdale Rd, Ste 260
Scottsdale, AZ 85254
(866) 617-2900
(480) 951-2900
CONNECT WITH Vincent
  • linkedin link

Richard K. Shields

CFP®

Managing Member

Specialties: Comprehensive Financial Planning, Annuities, Asset Allocation, Business Taxes, Estate...More

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

Synergy Financial Group of Arizona

8283 N Hayden Rd, Ste 190
Scottsdale, AZ 85258
(480) 264-6070

Dana Anspach

CFP®

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Mutual Funds,...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Sensible Money, LLC

4200 N Marshall Way, Suite 2
Scottsdale, AZ 85251
(480) 609-4336

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 1055
Scottsdale, AZ 85253
(480) 588-0835

Scott J. Johnson

CFP®, CPFA, AIF®

Chief Executive Officer

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

DecisionPoint Financial, LLC

2812 N. Norwalk, Suite 116
Mesa, AZ 85215
(480) 553-6249
CONNECT WITH Scott
  • linkedin link

K. Casey Mahan

CFP®, AIF®

President

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

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

StoneCrest Wealth Management

118 S Kyrene Rd, Ste 4
Chandler, AZ 85226
(602) 258-9400

Stephen J. Hazel

CFP®

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Magnificent Life Financial Planning

2131 E Broadway Rd, Ste 6
Tempe, AZ 85282
(480) 219-6508
CONNECT WITH Stephen
  • facebook link
  • twitter link
  • linkedin link

Karekin G. Kaprelian

CFP®, ChFC®

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, Inc.

14274 N Northsight Blvd, Ste 100
Scottsdale, AZ 85260
(480) 473-0376
CONNECT WITH Karekin
  • facebook link
  • linkedin link

Diane A. Ouellette

CFP®

Partner

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Gold Canyon Financial Planning LLC

8181 E Canyon Estates Cir
Gold Canyon, AZ 85118
(480) 982-6917

Judith A. Tocco

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, Banking, Estate Planning, Investment...More

Financial Advisor serving Arizona and the surrounding communities.

Tocco Financial Services, Inc

1647 N. Swan Road
Tucson, AZ 85712
(877) 881-1149
(520) 881-1149

J. Thomas Taylor

CFP®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Financial Advisor serving Arizona and the surrounding communities.

Taylor and Huntley

51 W Hollamon St, PO Box 1350
Camp Verde, AZ 86322
(928) 567-9512

Jared B. Roskelley

CFP®

Specialties: Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Estate Planning,...More

Financial Advisor serving Arizona and the surrounding communities.

Jackson/Roskelley Wealth Advisors, Inc

9590 E Ironwood Square Dr, Ste 110
Scottsdale, AZ 85258
(480) 609-1055

Jennifer L. Akins

CFP®

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

Tocco Financial Services, Inc.

1647 N Swan Road
Tucson, AZ 85712
(520) 881-1149

Karine R. Beard

CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

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

202 6th Street
Castle Rock, CO 80104
CONNECT WITH Karine
  • linkedin link

Lance P. Eaton

CFP®

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Morgan Stanley

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

Lennard C. Van Der Feltz

CFP®

Founding Partner

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

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

Pinnacle Financial Advisors

2141 E Broadway Rd, Ste 104
Tempe, AZ 85282
(480) 641-1315
CONNECT WITH Lennard
  • facebook link
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