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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:
Social Links
Categories
Financial Services, Accountants-Certified Public, Accounting Services, Financial Planners, Financial Planning Consultants, Financing Consultants, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Tax Return Preparation
Payment Options
Accreditation

Certified

Other Information

Certifications: Certified Public Accountants

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