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Qualifications of Financial Advisor in Local

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

List of Financial Advisors in Local
Financial Advisor Office Location Phone Number
Michael Gombrich,
Harnden MacLean Wealth Advisors
7992 W Thunderbird Rd,
Peoria, AZ  85381
(623) 972-3133
Richard Oxford,
Richard Oxford Financial
7010 E Acoma Dr,
Scottsdale, AZ  85254
(602) 697-7657
James Golichowski,
Financial Engines Advisors, LLC
3100 West Ray Road,
Chandler, AZ  85226
(480) 946-3626
Curtis Anderson, CFA®,
Alpha Fiduciary
7010 E. Chauncey Lane #130,
Phoenix, AZ  85054
(888) 562-4033
David Rosenthal, CFP,
Wealth Management Solutions, LLC
8550 E Shea Blvd #130,
Scottsdale, AZ  85260
(480) 609-4334

Information on Qualified Financial Advisors in Local

Qualifications CRD# 6153485
FirmCRD# 6363
Series 7, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets


Office Location 7992 W Thunderbird Rd,
Suite 110,
Peoria,
AZ 
85381
Phone Number (623) 9723133

Mike Gombrich is a Financial Planner in Peoria, AZ. He has been doing financial planning for almost 6 years and investment management and analysis for 10 years. He is an Accredited Portfolio Manager and a Best Selling author of a personal finance book for Millennials. In 2018, Mike was nominated for the Forbes' List for Top Millennial Wealth Advisors in the country. Mike started his career at Merrill Lynch but left after a few years because he didn't like some abusive sales practices they developed. He found a home at Ameriprise Financial with the largest independent franchise in Arizona. Our team has over 75 years of experience in investments, insurance, tax preparation, retirement income, and estate planning needs. Our Senior Partner and founder, Stephen Harnden, is one of Barron's Top Advisors in the country for the past 3 years. As fiduciaries, we promise to always do the best and right thing for you, even if it means telling you we can't help.

About Harnden MacLean Wealth Advisors

We help our clients achieve their dreams for today, tomorrow, and well into the future using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check. We're here to help you live the life you've earned. When you have the right financial advisor, life can be brilliant.



Qualifications CRD# 5475549
FirmCRD# 170884
Series 65


Office Location 7010 E Acoma Dr,
Suite 101,
Scottsdale,
AZ 
85254
Phone Number (602) 6977657

Richard Oxford, a third-generation Arizonan, has had a blessed and interesting life. Accepted to the three Service Academies he applied to after high school, he eventually took a different path and graduated from Northern Arizona University. One of the highlights was running on the track team at Navy for two years. Tough times in the late 70's sent him to work with his father in construction, eventually working as everything from a field hand to a superintendent working throughout the Southwest. Tiring of the travel he moved into project management eventually rising to a senior level and managing many large projects including the Eifel Tower replica in Las Vegas. He finished his construction career as VP of Operations for a very large steel firm. Change call and he bought into one of the very first online colleges. Working as COO, he traveled to China and the Middle East in a business development role. He still has ownership. Finally, he found his place as a financial advisor. His favorite business of many that he has enjoyed.

About Richard Oxford Financial

Richard Oxford Financial is a boutique investment advisory firm based in Scottsdale Arizona. We help businesses and families with financial and insurance services using a personalized approach to growing wealth and minimizing your risk. Our consultive approach to retirement planning and business exit strategy helps you prepare and implement a plan to best meet your needs. Whether you need assistance with investment or retirement plan management, pension and social security planning, retirement income planning, insurance planning, wealth-transfer planning, long-term care planning/funding, or tax planning, we're here to help you, your family and heirs. Our motto is, "Plan Early and Plan Often!"



Qualifications CRD# 4777918
FirmCRD# 104510
Series 7, 26, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 3100 West Ray Road,
Suite 201,
Chandler,
AZ 
85226
Phone Number (480) 9463626

Joined Financial Engines in 2016. Began his career in the financial services industry in 2003. Successfully completed the Series 7, 26 and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelors of Science in Electrical Engineering from Penn State University. Married to Teresa and has 2 children. Enjoys exercise, movies, reading, home improvement projects, volleyball, travel and the beach.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 2210739
FirmCRD# 144720
Series 65

Compensation/Fee I am a Fee-Only financial professional, Based on Assets, Flat Fee, Hourly


Office Location 7010 E. Chauncey Lane #130,
Phoenix,
AZ 
85054
Phone Number (888) 5624033

As a fee-only advisory firm, we guide clients on their best path to accumulating, retaining, and transferring wealth using strategies that are tailored to their unique goals. We provide straightforward professional advice that aims to enhance quality of life and leads to realistic, sustainable solutions. We serve as our clients financial advocate and fiduciary, striving to organize and simplify families financial lives in a way that maximizes their enjoyment of their wealth now and in the future.

About Alpha Fiduciary

Thank you for considering Alpha Fiduciary your trusted fiduciary advisor. We live in a dynamic, often scary world, so you'll take comfort that our core beliefs and adaptable investment philosophy were designed for the world we live in. Our experienced and credentialed professionals have personally managed money during the most volatile of times, including the Japanese asset price bubble (ca 1992), the "dot-com" bubble (ca 2000), the U.S. housing/derivatives bubble (ca 2008), and the three bear markets that followed these bubble collapses. We understand that the highest value we can bring to you is an intelligent, adaptable investment philosophy and a careful decision methodology to help you reach your financial goals and keep reactive behaviors in check. We are a fee-only advisory firm and feel we can best express the above beliefs through a "core/tactical" portfolio approach. Core assets include primarily those which provide ongoing exposure to the basic market trends at a low cost. Tactical assets follow a current theme that may play out to the investor's advantage and may even include a defensive posture in cash. We believe our approach provides a sensible blend between cost efficiency and the quest for higher returns. Our focused and experienced investment committee works hard to ensure that your portfolio continues to reflect your goals in various investment climates. Most important, however, we take the time to understand the complexities of your total financial picture so that we can tailor your portfolio to your individual circumstances, income/growth needs, and legacy planning goals.



Qualifications CRD# 2680280
FirmCRD# 127517
Series 65

Compensation/Fee I am a Fee-Only financial professional, Based on Assets, Flat Fee, Hourly


Office Location 8550 E Shea Blvd #130,
Scottsdale,
AZ 
85260
Phone Number (480) 6094334

About Wealth Management Solutions, LLC

If you are an entrepreneur with a business or are thinking about selling your business, a corporate executive with complex company benefits, a divorcee figuring out your finances, or just looking to retire soon, then my experience will be of benefit to you. Each type of client I work with has a unique set of circumstances and needs, but the common thread is a piece of mind you will get from having a professional manage your assets, provide financial planning expertise and ultimately maximize your wealth. Wealth Management is a combination Investment Management + Financial Planning. I will help you maximize your wealth by managing your investments, income tax planning, estate and gift planning, maximizing your company benefits (401(k), restricted stock, stock options, deferred compensation plans), and when income is needed turning your investments into a reliable income stream. To provide you with a consistent, high-quality level of service, we maintain only a select number of client relationships, and get to know your situation inside and out. This allows us to provide you with timely, personal advice. You can be confident in the advice we give, as we will happily put it in writing. As a client, you will receive detailed follow up emails after our meetings so we can ensure there is no question as to what we are recommending, and why.



List of Additional Financial Advisors in Local
Crescent Wealth Counsel Goodyear, AZ

Select other cities in Local to broaden your search for a financial advisor