Richard K. Shields,  CFP<sup>&reg;</sup> - Financial Advisor

Richard K. Shields, CFP®

Managing Member

Synergy Financial Group of Arizona

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

General

Richard Shields is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Synergy Financial Group of Arizona in Scottsdale, AZ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 24, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: AZ, AK, TX, CO, UT, VA
  • Health/disability insurance: AZ, AK, TX, VA, UT, CO
  • Fixed annuities: AZ, AK, TX, VA, UT, CO
  • Variable annuities: AZ, AK, TX, VA, UT, CO

Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Personal Taxes

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Helpful Financial Planning Resources