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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 1055
Scottsdale, AZ 85253
(480) 588-0835

Karen Gill Meyer

CFP®

Financial/Retirement Plan Advisor

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

Financial Advisor serving Arizona and the surrounding communities.

Morgan Stanley

14850 N Scottsdale Rd, Ste 600
Scottsdale, AZ 85254
241-4589 x6567
(480) 368-6567

Neal Van Zutphen

M.S., CFP®, FBS®

President/Owner

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Intrinsic Wealth Counsel, Inc.

1255 W. Rio Salado Parkway, Ste 115
Tempe, AZ 85281
(480) 924-5613

Ruth L. Transue

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving,...More

Financial Advisor serving Arizona and the surrounding communities.

Wells Fargo Advisors

2195 E River Rd, Ste 105
Tucson, AZ 85718
(520) 529-5932

Jon Ford

CFP®, NAPFA-Regst

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

CF Financial Planning Solutions, Inc.

648 Leisure World
Mesa, AZ 85206
(319) 291-3024

Jeffrey C. Dollarhide

CFP®, CLU

Specialties: Comprehensive Financial Planning, Annuities, Asset Allocation, Mutual Funds, Insurance,...More

Financial Advisor serving Arizona and the surrounding communities.

MassMutual Arizona

17550 N Perimeter Dr, Ste 450
Scottsdale, AZ 85255-7841
(480) 538-2997

Thomas J. Connelly

CFA, CFP®

President & Chief Investment Officer

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Versant Capital Management, Inc.

2394 E Cameback Rd, Ste 100
Phoenix, AZ 85016
(866) 303-2347
(602) 635-3760
CONNECT WITH Thomas
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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

Theresa E. Chacopulos

CFP®, CIMA

Senior Vice President/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.

Morgan Stanley Private Wealth Management

14850 N Scottsdale Rd, Flr 6
Scottsdale, AZ 85254
(480) 922-7936

Rebecca Chacko

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Asset Allocation, Estate...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Chacko-Hertz Financial Solutions

PO Box 86711
Tucson, AZ 85754
(520) 743-3873

Sheryl A. Hall

CFP®

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

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

Hallmark Financial, LLC

1846 E Innovation Park Dr
Tucson, AZ 85755
(520) 544-0496

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

David B. Daughtrey

CFP®, CFA

Advisor/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.

Copperwynd Financial

14256 N Northsight Blvd, Ste 115
Scottsdale, AZ 85260
(480) 348-2100

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

Craig E. Chapman

CFP®

Financial Advisor

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

Financial Advisor serving Arizona and the surrounding communities.

Oppenheimer & Co. Inc.

16427 N Scottsdale Rd, Ste 300
Scottsdale, AZ 85254
(480) 596-1512

Christopher F. Palermo

CFP®

Managing Director

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Beacon Pointe Wealth Advisors

14350 N 87TH ST, Suite 185
SCOTTSDALE, AZ 85260
(480) 428-5528
CONNECT WITH Christopher
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Brienne L. Dylewski

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.

Ashton Thomas Private Wealth

3971 E Paradise Falls Dr, Suite 114
Tucson, AZ 85712
(520) 884-7550

Corey M. Bird

AAMS®, CRPC®, CFP®

Wealth Manager

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

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

Rowland Carmichael Advisors, Inc.

6720 North Scottsdale road, Ste 212
Scottsdale, AZ 85253
(480) 421-2660

Timothy M. Amen

CFP®

Sr. Manager

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

Brighton Jones

4237 North Craftsman Court, Ste 200
Scottsdale, AZ 85251
(480) 332-6514

Jared Daniel

CFP® CRPC® EA

Financial Planner

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

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

Wealth Guardian Group

1757 E Baseline Road, Suite 118
Gilbert, AZ 85233
(480) 987-9951

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

James R. Davis

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Mariner Wealth Advisors

14850 N. Scottsdale Road, Suite 390
Scottsdale, AZ 85254
(480) 527-0505
CONNECT WITH James
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Angela M. Caballero

CFP® CCFC MS

College Access Professional

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Ascension College Planning LLC

218 E 17th Street, Suite A
Tucson, AZ 85701
(520) 955-2727
CONNECT WITH Angela
  • facebook link
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Erick S. Newton

CFP®

CCO

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

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

Copperwynd Financial

14256 N Northsight Blvd, B-115
Scottsdale, AZ 85260
(877) 658-2100
(480) 348-2100

Matthew Kelly

CFP®, CIMA®

Portfolio Manager

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Ironwood Investment Counsel, LLC

14646 N Kierland Blvd, Suite 135
Scottsdale, AZ 85254
(480) 609-4700

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

Michael P. Black

CFP®, CDFA®, AIF®

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

4300 N. Miller Road, Suite 153
Scottsdale, AZ 85251
(480) 425-0154

Charles B. Lefkowitz

CFP® AIF®

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.

United Planners Financial Services of America

PO Box 13415
Scottsdale, AZ 85267
(480) 812-0393

Susan Koe

CFP®

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Better Money Decisions

14301 N. 87th St., Suite 205
Scottsdale, AZ 85260
(844) 507-0961
CONNECT WITH Susan
  • linkedin link

Chris Kawashima

CFP®,ChFC®, EA, CEP

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

Charles Schwab & Co.

18724 N 62nd Dr
Glendale, AZ 85308

Charles Schwab & Co.

2424 E Lincoln Dr
Phoenix, AZ 85016