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      DETAILS
      General Info
      My mission is to assist clients in achieving financial goals by customizing solutions for their unique objectives. I specialize in wealth accumulation, retirement distribution and legacy transfer strategies.Independent holistic advice is the cornerstone of my practice:* As an independent advisor, I leverage the best resources, technology and research available without compromising my ability to provide unbiased services and sophisticated solutions. * With more than two decades as a CPA, tax guidance is incorporated into the decision making process, a benefit most financial planners cannot provide.I motivate clients to make informed decisions through education, communication and service. My knowledge, integrity and experience make me a trusted advisor to generations of families. I am also privileged to be among those recently named as a Five Star Wealth Manager for the Phoenix 2013 inaugural list, as featured in Phoenix Magazine's September issue. This award was bestowed on the top 3% of all Financial Planners in the Greater Phoenix Metropolitan Area in 2013.
      Hours
      Regular Hours
      Mon - Fri:
      Sat - Sun:
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      Categories
      Accountants-Certified Public, Accounting Services, Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Tax Return Preparation
      Payment Options
      Accreditation

      Certified

      Other Link

      http://www.azcpatax.com

      Other Information

      Certifications: Certified Public Accountants

      Data provided by one or more of the following: DexYP, Data Axle, Yext.