Lennard C. Van Der Feltz, CFP<sup>&reg;</sup> - Financial Advisor

Lennard C. Van Der Feltz, CFP®

Founding Partner

Pinnacle Financial Advisors

2141 E Broadway Rd, Ste 104
Tempe, AZ 85282
FINANCIAL ADVISOR'S WEBSITE
(480) 641-1315 CONNECT WITH Lennard
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General

Lennard Van Der Feltz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pinnacle Financial Advisors in Tempe, AZ and the surrounding communities.

Financial Advisor Overview

Since 2005, Pinnacle Financial Advisors has helped individuals, families, and businesses understand their financial opportunities and plan for the future. As nimble, strategic partners, our team brings extensive and diverse experience, with each member possessing a unique skillset and background that provides holistic support. We have first-hand experience tackling all sorts of issues from straightforward circumstances to the most complex cases. At Pinnacle Financial Advisors, we provide more than just financial planning and wealth management. We're friends, colleagues, counselors, and professionals with decades of experience who take the time to get to know you and your unique needs. We value close, long-term relationships, and build them with trust and transparency - the cornerstones of our business. Understanding what matters most to you gives us the knowledge to support you through whatever life has in store. *** Securities offered through United Planners Financial Services, Member FINRA/SIPC. Advisory Services offered through Seros Financial, LLC. Pinnacle Financial Advisors, Seros Financial, and United Planners are independent companies. For information concerning the licensing status or disciplinary history of a broker-dealer or BD agent a consumer should contact his or her state securities law administrator or go to FINRA BrokerCheck www.finra.org. This information is intended for use only by residents of AZ, CA, KS, MN, OR, TX, and WI. Securities-related services may not be provided to individuals residing in any state not listed above. Insurance-related services may not be provided to individuals residing in any states other than AZ, CA, KS, MN, OR, TX, and WI.

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Financial Advisor Experience

With more than three decades of experience in business, holding positions in business operations and information technology, Lennard van der Feltz has dedicated nearly half of his career to financial planning, specializing in investment and insurance optimization for tax efficiency, as well as unique challenges of clients' portfolios. Under the guidance of Lennard and co-founder Susan Talbott, Pinnacle Financial Advisors' planning strategies are customized to clients' risk tolerance, life stage, goals, desire for involvement, asset level, tax sensitivity, and investment experience. Lennard is a CERTIFIED FINANCIAL PLANNER™ professional, holds his FINRA Series 7 and 66 securities licenses, and is a member of the Financial Planning Association Phoenix Chapter. He holds Life and Health Insurance and Variable Life and Variable Annuity licenses in Arizona, California, Kansas, Minnesota, Oregon, Texas, and Wisconsin. He attended Nyenrode Business University in The Netherlands, where he developed statistical analysis software, and Washburn University in Kansas where he graduated with a Bachelor of Business Administration in General Business. He earned an MBA in International Finance and Operations at the Thunderbird School of Global Management. He also completed a Master of Science in Management in Decision Information Systems from Arizona State University's W.P. Carey School of Business with an emphasis on artificial intelligence and problem structuring. *** Lennard van der Feltz is a Registered Representative offering Securities through UNITED PLANNERS FINANCIAL SERVICES, Member: FINRA, SIPC. Advisory Services offered through SEROS FINANCIAL, LLC. Pinnacle Financial Advisors, Seros Financial, and United Planners are independent companies.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA, MSM

Insurance Licenses

  • Life insurance: AZ, CA, KS, MN, OR, TX, WI
  • Health/disability insurance: AZ, CA, KS, MN, OR, TX, WI
  • Property/casualty: AZ, CA, KS, MN, OR, TX, WI
  • Fixed annuities: AZ, CA, KS, MN, OR, TX, WI
  • Variable annuities: AZ, CA, KS, MN, OR, TX, WI

Broker-Dealer Affiliation

United Planners Financial Services of America

Broker-Dealer Disclaimer

Lennard van der Feltz is a Registered Representative offering Securities through UNITED PLANNERS FINANCIAL SERVICES, Member: FINRA, SIPC. Advisory Services offered through SEROS FINANCIAL, LLC. Pinnacle Financial Advisors, Seros Financial, and United Planners are independent companies.
FINRA BrokerCheck

Financial Advisor's Specialties

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

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