Erin B. Itkoe,  CFP<sup>&reg;</sup> - Financial Advisor

Erin B. Itkoe, CFP®

CPA/PFS, AEP®

President and Wealth Advisor

Luminescent Wealth Management, Inc.

16427 N Scottsdale Rd, Ste 410
Scottsdale, AZ 85254-7102
FINANCIAL ADVISOR'S WEBSITE
(602) 838-8870 CONNECT WITH Erin
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General

Erin Itkoe is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Luminescent Wealth Management, Inc. in Scottsdale, AZ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - AEP®

Broker-Dealer Affiliation

Charles Schwab Corporation

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Estate Planning, Disaster Recovery, Corporate Finance, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Irregular Income, Getting Married, Identity Theft, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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