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Find Top Financial Advisors in Chandler, Arizona

How To Find Trusted Financial Advisors in Chandler, Arizona

Qualified Financial Advisors in Chandler, Arizona

VETTED
Financial Advisor
Aaron C. MontezCFP®Validus Financial Associates8877 West Union Hills Drive Suite 540Peoria, AZ 85382
Experience22 Years
AUM$350,000,000
Minimum Assets$100,000
Fee StructureFee-Based
Financial Advisor
Ryan KiddCRC®Validus Financial Associates8877 West Union Hills DrivePeoria, AZ 85382
Experience22 Years
AUM$350,000,000
Minimum Assets$100,000
Fee StructureFee-Based
Financial Advisor
James GoodAttessa Capital3900 E Via PalomitaTucson, AZ 85718
Experience22 Years
AUMNot Specified
Minimum Assets$1,000,000
Fee StructureFee-Only
Financial Advisor
Trent White9375 E SHEA BLVD., SUITE 100Scottsdale, AZ 85260
ExperienceN/A
AUM$400,000,000
Minimum Assets$250,000
Fee StructureFee-Only
Financial Advisor
Jason SmithCFP®Berthel Fisher Financial Services, Inc. and BFC Planning Inc560 W Brown RdMesa, AZ 85201
Experience28 Years
AUM$0
Minimum Assets$20,000
Fee StructureFee-Based
Financial Advisor
Edelman Financial Engines, LLC
4742 N. 24th StreetPhoenix, AZ 85016
National Planners TeamPhoenix, AZ 85016
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
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Information on Qualified Financial Advisors in Chandler, Arizona

Aaron C. Montez
VETTED
Aaron C. MontezCFP®
Validus Financial Associates
About Aaron C. Montez
Aaron Montez, Senior Partner with Validus Financial Associates, chose to be a financial professional as his desired profession early in life. After graduating with a finance degree from Arizona State University, Aaron was able to grow a client base helping individuals and business owners with their financial, education and retirement planning, estate planning strategies, and business succession planning. As a benefit to his clients Aaron sought and received a Certificate in Retirement Planning from Wharton School and holds Series 7, 63, 65 and 24 registrations through LPL Financial as well as Life and Health Licenses.

In 2003, Aaron was asked to join his firm's management team where he was eventually promoted to the Senior Vice President of the Southwest Branch. While in management, Aaron oversaw the hiring, training, development and mentoring of new advisors to the firm. This position not only allowed him to further develop his adeptness for leadership and communication but, more importantly, he also gained valuable experience working with complex client situations. He has earned the CERTIFIED FINANCIAL PLANER practitioner certification and is a member of the local Financial Planning Association. Aaron and his wife Olivia have 5 children (Zachary, Dallin, Brigham, Keaton and Ella). Aaron's hobby IS his family so he spends any and all free time with them. He enjoys fishing, coaching his kids and supporting his wife and children in their various activities. Community service has always been a priority for Aaron. He is an active volunteer with the local BSA program and serves in several capacities with his church.

We appreciate your time and interest in Validus Financial Associates.
About Validus Financial Associates
Validus Financial Associates provides you access to a highly experienced group of professionals who provide a collaborative approach to help you toward realizing your stated goals. We help you define your vision for the future and create a clear, concise course of action to optimize your potential for financial success. Additionally, as part of your financial plan we will factor in all aspects of your financial situation including how taxes, timing and other factors may affect your portfolio now and in the future.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Qualifications
CRD# 4108246Firm CRD# 6413Series 6, 7, 24, 63, 66
Compensation/Fee
Fee-Based, Based on Assets
Office Location
8877 West Union Hills Drive Suite 540,Peoria,AZ 85382
Phone Number
623-825-1020
Ryan Kidd
VETTED
Ryan KiddCRC®
Validus Financial Associates
About Ryan Kidd
Ryan Kidd, Senior Partner with Validus Financial Associates, first launched his career as an Evaluator at a Nuclear Power Plant. This afforded him the chance to develop his aptitude for communication and leadership. He later channeled this unique skillset into his passion for finance as he embarked on a career in retirement planning for Utility/Nuclear Power Plant employees. Ryan's client base grew as he helped build a better financial future and transition his clients into retirement. Ryan is a Certified Retirement Counselor® who is committed to helping individuals and business owners with Financial/Retirement Planning, Estate Planning Strategies and Business Succession Planning.

Ryan Kidd received his bachelor's degree in Business Administration, a master's degree in Counseling and a Certificate in Retirement Planning from Wharton. In addition to education, he holds Series 7, 66 and 24 registrations through LPL Financial and Life and Health licenses. His dedication and success in the financial service industry has led to many awards. His dedication to his clients has led him to author his first book "The Art of Retiring Whole", a non-financial guide to retiring with purpose, productivity and endless possibilities.
About Validus Financial Associates
Validus Financial Associates provides you access to a highly experienced group of professionals who provide a collaborative approach to help you toward realizing your stated goals. We help you define your vision for the future and create a clear, concise course of action to optimize your potential for financial success. Additionally, as part of your financial plan we will factor in all aspects of your financial situation including how taxes, timing and other factors may affect your portfolio now and in the future.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Based, Based on Assets
Office Location
8877 West Union Hills Drive,Suite 540,Peoria,AZ 85382
Phone Number
623-825-1020
James Good
VETTED
James Good
Attessa Capital
About James Good
Mr. Good is a Managing Director and Founding Partner at Attessa Capital.

Prior to founding the firm, he served in senior investment positions at several of the largest asset managers in the world. Before relocating to Tucson, Mr. Good was a Portfolio Manager at Cascade Investment/BMGI (the investment office of Bill Gates and his foundation). Prior to joining Cascade Investment/BMGI, he was a Vice President and Investment Research Analyst at Wellington Management (a Boston based firm with over $1 trillion under management). In this role, he helped manage mutual funds and investment accounts for clients such as Vanguard, Goldman Sachs, the Hartford, John Hancock, and many other institutions. He began his investment career as an Analyst at Ford Motor Company. Mr. Good has served in leadership positions at various for-profit and non-profit organizations, including on the board of directors of The Four Seasons Hotels and Resorts. He graduated cum laude from Brigham Young University and received an MBA from Harvard Business School.
About Attessa Capital
Attessa Capital was founded to provide institutional-class investment management services to our clients. Our goal is to maximize long-term, risk-adjusted returns and be a comprehensive source for clients investment management needs. Our philosophy focuses on investing in the most attractive financial markets across the globe, protecting the portfolio from severe losses, and limiting fees for clients.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Location
3900 E Via Palomita,Tucson,AZ 85718
Phone Number
520-600-3064
Trent White
VETTED
Trent White
About Luminvest Wealth Management
Get personalized, tax-focused financial planning in-person or from the convenience of your home.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
9375 E SHEA BLVD., SUITE 100,Scottsdale,AZ 85260
Phone Number
480-702-1143
Jason Smith
VETTED
Jason SmithCFP®
Berthel Fisher Financial Services, Inc. and BFC Planning Inc
About Jason Smith
University of Michigan, B.A. in Economics 1994;

Indiana University, M.S. in Finance, 2016;

Boston College, Certificate in Financial Planning 2008;

Fuller Theological Seminary, M.A. in Theology, 2009
About Berthel Fisher Financial Services, Inc. and BFC Planning Inc
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management
Qualifications
CRD# 2518521Firm CRD# Series 7, 63, 65
Compensation/Fee
Fee-Based, Commissions, Based on Assets
Office Location
560 W Brown Rd,Suite 3001, 3rd Floor,Mesa,AZ 85201
Phone Number
623-203-7003
Edelman Financial Engines, LLC
VETTED
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Locations

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