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

Seth D. Goldberg

CFP^®

Managing Director

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

Financial Advisor serving Arizona and the surrounding communities.

United Capital

16427 North Scottsdale Rd, Suite 395
Scottsdale, AZ 85254

(480) 948-0800

Mark D. Johnson

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.

Fountain Financial Group, Inc.

16921 E Palisades Blvd, Ste 105
Fountain Hills, AZ 85268

(480) 837-5971

James P. Dew

CFP^® MBA ChFC^® CPWA^®

President & CEO

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

Financial Advisor serving Arizona and the surrounding communities.

Dew Wealth Management

8888 E Raintree Dr, Suite 120
Scottsdale, AZ 85260

(480) 614-9119

CONNECT WITH James

Andrew J. Spillios

CFP^®

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

Financial Advisor serving Arizona and the surrounding communities.

650 E Rudasill Rd
Tucson, AZ 85704-6033

(520) 625-8108

Kirk G. Kaprelian

CFP^®, ChFC^®, CEPA^®

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.

Ameriprise Financial Services, LLC

14274 N Northsight Blvd, Ste 100
Scottsdale, AZ 85260

(480) 473-0376

CONNECT WITH Kirk

Deborah B. Mason

CFP^®

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

Dmason Financial, LLC

P.O. Box 1471
Carefree, AZ 85377

(703) 462-3849

Ellen A. Dean

CFP^®

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

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

Raymond James Financial Services

1118 E Missouri Ave, Ste B3
Phoenix, AZ 85014

(800) 521-2620

+1 More Number

(602) 266-9200

Robert J. Westbrook

CLU, ChFC,AIF, CFP^®

President

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

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

Westbrook Financial Services, Inc.

7425 E Stetson Dr
Scottsdale, AZ 85251-3516

(480) 424-7271

Laura Jansen

CFP^®, CPA, CFT-I

Senior Wealth Advisor

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

Financial Advisor serving Arizona and the surrounding communities.

Ironwood Investment Counsel

6263 N SCOTTSDALE RD, Suite 200
Scottsdale, AZ 85250-5402

(480) 609-4700

Dana Anspach

CFP^®

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Mutual Funds,...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Sensible Money, LLC

4200 N Marshall Way, Suite 2
Scottsdale, AZ 85251

(480) 609-4336

Michael McCann

CFP^®

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Perspective Financial Services LLC.

1440 E Missouri Ave, Ste 250
Phoenix, AZ 85014

(602) 281-4357

Vincent Rossi

MSFS, CFP^®, CIMA^®

President, Chief Investment Officer

Specialties: Investment Management, Retirement

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Intelligent Capitalworks

16427 N Scottsdale Rd, Ste 350
Scottsdale, AZ 85254

(866) 617-2900

+1 More Number

(480) 951-2900

CONNECT WITH Vincent

Erin B. Itkoe

CFP^®, CPA/PFS, AEP^®

Direction of Financial Planning

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Tarbox Family Office

7047 E. Greenway Parkway, Ste 250
Scottsdale, AZ 85254

(949) 721-2330

CONNECT WITH Erin

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 #115, Ste 115
Scottsdale, AZ 85260

(480) 348-2100

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

Darin R. Shebesta

CFP^®, AIF^®, CAP^®

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.

Possibility Wealth Advisors LLC

11111 N Scottsdale Rd, Ste 205-S
Scottsdale, AZ 85254-6732

(480) 213-3430

CONNECT WITH Darin

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

Diane A. Ouellette

CFP^®

Partner

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Gold Canyon Financial Planning LLC

8181 E Canyon Estates Cir
Gold Canyon, AZ 85118-5839

(480) 586-8632

Angela M. Caballero

MS CFP^® AFC^®

Financial Advisor

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

Fee Only 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^®

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

+1 More Number

(480) 348-2100

Lance P. Eaton

CFP^®

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Retirement,...More

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

Morgan Stanley

Morgan Stanley, 2398 E. Camelback Rd., Suite # 800
Phoenix, AZ 85016

(312) 802-7294

Jeff 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

Charles Rossi

CFP^®

Client Advisor, Portfolio Manager and Shareholder

Specialties: Investment Management, Retirement

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Intelligent Capitalworks

16427 N Scottsdale Rd, Suite 350
Scottsdale, AZ 85254

(866) 617-2900

+1 More Number

(480) 951-2900

CONNECT WITH Charles

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

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

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

Bruce Hosler, CFP^®

EA, CPWA^®,AIF^®,CEPA^®

Founder & Principal

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

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

Hosler Wealth Management LLC

7400 E Pinnacle Peak Rd Suite #100
Scottsdale, AZ 85255-3566

+ 1 More Address

Hosler Wealth Management LLC

700 S Montezuma St
Prescott, AZ 86303

(480) 994-7342

CONNECT WITH Bruce

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

202 6th Street
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®

United Capital

CFP®

Fountain Financial Group, Inc.

CFP® MBA ChFC® CPWA®

Dew Wealth Management

CONNECT WITH James

CFP®

CFP®, ChFC®, CEPA®

Ameriprise Financial Services, LLC

CONNECT WITH Kirk

CFP®

Dmason Financial, LLC

CFP®

Raymond James Financial Services

CLU, ChFC,AIF, CFP®

Westbrook Financial Services, Inc.

CFP®, CPA, CFT-I

Ironwood Investment Counsel

CFP®

Sensible Money, LLC

CFP®

Perspective Financial Services LLC.

MSFS, CFP®, CIMA®

Intelligent Capitalworks

CONNECT WITH Vincent

CFP®, CPA/PFS, AEP®

Tarbox Family Office

CONNECT WITH Erin

CFP®, CFA

Copperwynd Financial

CFP®, CDFA™

CFP®, AIF®, CAP®

Possibility Wealth Advisors LLC

CONNECT WITH Darin

CFP® CAP® CEPA®

Wiser Advisor Group

CONNECT WITH Larry

CFP®

Gold Canyon Financial Planning LLC

MS CFP® AFC®

Tucson Old Pueblo Wealth Management

CONNECT WITH Angela

CFP®

Copperwynd Financial

CFP®

Morgan Stanley

CFP®, EA

Jeff Kluve, CFP

CFP®

Intelligent Capitalworks

CONNECT WITH Charles

CFP®, CPA

Ameriprise Financial Services, LLC

CFP® AIF®

United Planners Financial Services of America

CFP®

LPL Financial

CONNECT WITH Devin

MBA, CFP®, AIF®

EA, CPWA®,AIF®,CEPA®

Hosler Wealth Management LLC

Hosler Wealth Management LLC

CONNECT WITH Bruce

CFP®

Clarus Wealth at Plum Creek

Clarus Wealth at Plum Creek

CONNECT WITH Karine

Please provide the following information:

Success!

CFP^®

CFP^®

CFP^®

CFP^® MBA ChFC^® CPWA^®

CFP^®

CFP^®, ChFC^®, CEPA^®

CFP^®

CFP^®

CLU, ChFC,AIF, CFP^®

CFP^®, CPA, CFT-I

CFP^®

CFP^®

MSFS, CFP^®, CIMA^®

CFP^®, CPA/PFS, AEP^®

CFP^®, CFA

CFP^®, CDFA™

CFP^®, AIF^®, CAP^®

CFP^® CAP^® CEPA^®

CFP^®

MS CFP^® AFC^®

CFP^®

CFP^®

CFP^®, EA

CFP^®

CFP^®, CPA

CFP^® AIF^®

CFP^®

MBA, CFP^®, AIF^®

EA, CPWA^®,AIF^®,CEPA^®

CFP^®