Financial Planners in Arizona

Lisa Dickholtz

CFP^®

Co-Founder, 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.

DICKHOLTZ HEALTH & WEALTH

PO Box 1130, 7301 E. Sundance Trail, Suite B202
Carefree, AZ 85377

(847) 612-9684

Eric Furstner

CFP^®

Senior Wealth Manager

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.

Lido Advisors

3762 S White Dr
Chandler, AZ 85286-0024

(925) 659-8801

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.

Whealthy Living LLC

2375 E. Camelback Rd., Ste. #155
Phoenix, AZ 85016

(602) 957-2006

CONNECT WITH Virginia

David S. Rosenthal

CFP^®

Principal & Wealth Manager

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Wealth Management Solutions

8550 E Shea Blvd, Ste 130
Scottsdale, AZ 85260

(480) 609-4337

John J. Stephens

CFP^®, CFA, MD, MBA

Partner

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Corporate...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

TCI Wealth Advisors, Inc.

4011 E Sunrise
Tucson, AZ 85718

(877) 733-1859

+1 More Number

(520) 733-1477

Janet L. Baker

CFP^®, CDFA™

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

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

3573 E Sunrise Drive, Suite 133
Tucson, AZ 85718

(520) 895-3682

Larry Lytle

CFP^® CAP^® CEPA^®

CEO

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

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

Wiser Advisor Group

4616 E Sunset Dr
Phoenix, AZ 85028-6115

(800) 926-6449

+1 More Number

(480) 500-9055

CONNECT WITH Larry

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

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

17767 N Scottsdale Rd, Suite 310
Scottsdale, AZ 85255

(480) 527-0505

CONNECT WITH James

Chris Kawashima

CFP^®,ChFC,EA,CEP,CWS

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

Charles Schwab & Co.

18724 N 62nd Dr
Glendale, AZ 85308

Angela M. Caballero

MS CFP^®

Financial Advisor

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

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

Tucson Old Pueblo Wealth Management

2500 E 22nd St
Tucson, AZ 85713

(520) 389-6549

CONNECT WITH Angela

Erick S. Newton

CFP^®

Managing Director

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

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

Lido Advisors

14256 N Northsight Blvd, B-115
Scottsdale, AZ 85260

(877) 658-2100

+1 More Number

(480) 348-2100

Matthew Kelly

CFA, 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

6263 N. Scottsdale Road, Suite 200
Scottsdale, AZ 85250

(480) 609-4700

Jeffrey Kluve

CFP^®, EA

Financial Planner

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

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

Jeff Kluve, CFP

2720 E Camelback Rd Ste 200
Phoenix, AZ 85016

(602) 641-9400

Jessica Peck Donnerstein

CFP^®

Specialties: Comprehensive Financial Planning

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

3GenWealth

4300 N. Miller Rd., Ste. 130
Scottsdale, AZ 85251

(480) 621-7900

CONNECT WITH Jessica

Steve Harnden

CFP^®, CPA

Private Wealth Advisor

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

Financial Advisor serving Arizona and the surrounding communities.

Ameriprise Financial Services, LLC

7992 W. Thunderbird Rd., Ste. 110
Peoria, AZ 85381

(623) 972-3133

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

Suzanne Seay

CFP^®

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

Financial Advisor serving Arizona and the surrounding communities.

Royal Alliance

2571 N. Avenida San Valle
Tucson, AZ 85715

(520) 886-5621

Justin Kauffman

CFP^®

Financial Planner

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

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

American Wealth Advisers

1616 N Litchfield rd, ste A260
Goodyear, AZ 85395

(602) 975-0552

CONNECT WITH Justin

Kenneth Chavis, IV

CFP^®

Senior Wealth Counselor

Specialties:

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Versant Capital Management, Inc.

2390 E Camelback Rd, Ste 425
Phoenix, AZ 85016

(602) 635-3760

Adam J. Dekker

CFP^®, EA, CDFA^®

Lead 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.

Meredith Dekker Financial Services, LLC

2705 S Alma School Rd, Ste 2
Chandler, AZ 85286-4400

(480) 897-1067

CONNECT WITH Adam

Janice N. Guinn

CFP^®

Associate Financial Planner

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

Sofia Financial

3670 W Carla Vista Dr
Chandler, AZ 85226-4053

(610) 640-7626

Devin Welch

CFP^®

Financial Planner

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

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

LPL Financial

3573 E Sunrise DR Ste 115
Tucson, AZ 85718-3206

(520) 232-0505

CONNECT WITH Devin

Prudence ZHU

CPA, CFP^®, RLP^®

Specialties:

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Enso Financial

4611 E Chandler Blvd, Ste 112-1080
Phoenix, AZ 85048-1922

(574) 855-6826

Michelle Moses

CFP^®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change,...More

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

Me Financial, PLLC

3033 N Central Ave. #640
Phoenix, AZ 85012

(480) 442-5816

CONNECT WITH Michelle

Lloyd F. Howell

CFP^®, CPA

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

Financial Advisor serving Arizona and the surrounding communities.

4071 E Woodside Wy
Gilbert, AZ 85297

(909) 732-2437

Dieter Bollmann

CFP^®

Managing Partner

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

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

Dundas Wealth Management, LLC

1920 Maxwell House Dr
Sedona, AZ 86336-3356

(480) 608-1499

CONNECT WITH Dieter

Patrick L. Doland

MBA, CFP^®, AIF^®

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

Financial Advisor serving Arizona and the surrounding communities.

15629 West Edgemont
Goodyear, AZ 85395

6022067614

Karine R. Beard

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.

Clarus Wealth at Plum Creek

9125 W Thunderbird Road, Suite 100
Peoria, AZ 85381

+ 1 More Address

Clarus Wealth at Plum Creek

419 Jerry St
Castle Rock, CO 80104

Type of Compensation

Planner's Licenses / Certifications

Income Range

Investable Assets

Planner's Specialties

Major Life Changes

CFP®

DICKHOLTZ HEALTH & WEALTH

CFP®

Lido Advisors

CFP®

Whealthy Living LLC

CONNECT WITH Virginia

CFP®

Wealth Management Solutions

CFP®, CFA, MD, MBA

TCI Wealth Advisors, Inc.

CFP®, CDFA™

CFP® CAP® CEPA®

Wiser Advisor Group

CONNECT WITH Larry

CFP® CRPC® EA

Wealth Guardian Group

CFP®, CPFA, AIF®

DecisionPoint Financial, LLC

CONNECT WITH Scott

CFP®

Mariner Wealth Advisors

CONNECT WITH James

CFP®,ChFC,EA,CEP,CWS

Charles Schwab & Co.

MS CFP®

Tucson Old Pueblo Wealth Management

CONNECT WITH Angela

CFP®

Lido Advisors

CFA, CFP®, CIMA®

Ironwood Investment Counsel, LLC

CFP®, EA

Jeff Kluve, CFP

CFP®

3GenWealth

CONNECT WITH Jessica

CFP®, CPA

Ameriprise Financial Services, LLC

CFP® AIF®

United Planners Financial Services of America

CFP®

Royal Alliance

CFP®

American Wealth Advisers

CONNECT WITH Justin

CFP®

Versant Capital Management, Inc.

CFP®, EA, CDFA®

Meredith Dekker Financial Services, LLC

CONNECT WITH Adam

CFP®

Sofia Financial

CFP®

LPL Financial

CONNECT WITH Devin

CPA, CFP®, RLP®

Enso Financial

CFP®

Me Financial, PLLC

CONNECT WITH Michelle

CFP®, CPA

CFP®

Dundas Wealth Management, LLC

CONNECT WITH Dieter

MBA, CFP®, AIF®

CFP®

Clarus Wealth at Plum Creek

Clarus Wealth at Plum Creek

CONNECT WITH Karine

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CFP^®

CFP^®

CFP^®

CFP^®

CFP^®, CFA, MD, MBA

CFP^®, CDFA™

CFP^® CAP^® CEPA^®

CFP^® CRPC^® EA

CFP^®, CPFA, AIF^®

CFP^®

CFP^®,ChFC,EA,CEP,CWS

MS CFP^®

CFP^®

CFA, CFP^®, CIMA^®

CFP^®, EA

CFP^®

CFP^®, CPA

CFP^® AIF^®

CFP^®

CFP^®

CFP^®

CFP^®, EA, CDFA^®

CFP^®

CFP^®

CPA, CFP^®, RLP^®

CFP^®

CFP^®, CPA

CFP^®

MBA, CFP^®, AIF^®

CFP^®