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Find Best Financial Advisors in Arizona

Advisor Match

A densely populated state like Arizona has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Arizona and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Qualifications of Top Financial Advisors & Certified Financial Planners in Arizona

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 Qualified Financial Advisors in Arizona
Financial Advisor Office Location Phone Number
Bruce Hosler
EA, CFP®, AIF®, CEPA®, CDFA®
Hosler Wealth Management
8180 N. Hayden Road, Suite D203,
Scottsdale, AZ 85258
480-994-7342
James A Rosebrough Jr
CIS
Strategic Financial Group
2028 E Gondola Lane,
Gilbert, AZ 85234
480-276-0805
Jeffrey Wilcock
RFC®
Seros Financial
2141 E. Broadway Rd.,
Tempe, AZ 85282
480-967-1155
Joseph Weber
CPFA, AAMS®, AIF®, CFS
Integrated Financial Solutions, PLLC
7650 S. McClintock Dr,
Tempe, AZ 85284
480-634-1111
Michelle Anthony
AIF®, MSFS, Founder, President, & Financial Advisor
Modern Wealth Management
1640 East River Road, Suite 208,
Tucson, AZ 85718
520-298-1900
Scott Cadieux
AIF®, CFP®
Echelon Private Wealth, LLC
7047 E Greenway Parkway,
Scottsdale, AZ 85254
602-922-9998
Thanasi Panagiotakopoulos
Life Managed
5134 N. Central Ave., Suite 101,
Phoenix, AZ 85012
602-931-5043
Blake Davelaar
Allworth Financial
6450 N Swan Road, Suite 100,
Tucson, AZ 85718
888-242-6766
Jacob Vanderslik
CRPC®
Edelman Financial Engines, LLC
4742 N. 24th Street, Suite 270,
Phoenix, AZ 85016
602-553-2024
James Golichowski
CRPC®
Edelman Financial Engines, LLC
3100 West Ray Road, Suite 334,
Chandler, AZ 85226
480-946-3626
Jeremy Kisner
CFP®, CLU®
Surevest Private Wealth
2425 E. Camelback Road,
Phoenix, AZ 85016
480-272-7116
Eric Mattingly
CFP®, CERTIFIED FINANCIAL PLANNER" Certificant, MBA
Treiberg Wealth Management
3573 E Sunrise Dr,
Tucson, AZ 85718
520-232-0505
Michael Treiberg
ChFC®, CFP®
Treiberg Wealth Management, Inc.
3573 E Sunrise Drive, Suite 115,
Tucson, AZ 85718
520-232-0505
Jason Smith
CFP®
Berthel Fisher Financial Services, Inc. and BFC Planning Inc
64 E Broadway Rd., Ste. 200,
Tempe, AZ 85282
623-203-7003

Information on Qualified Financial Advisors in Arizona

Qualifications CRD# 2581041
FirmCRD# 8032
Series 7, 63, 65, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 8180 N. Hayden Road, Suite D203,
Scottsdale,
AZ
85258
Phone Number 480-994-7342

Bruce Hosler is the founder and principal at Hosler Wealth Management, LLC (HWM). With offices in Scottsdale and Prescott Arizona, he has been in practice since 1997. Bruce uses a consultative wealth management process with his clients. He combines both his tax knowledge as an Enrolled Agent (EA), and his financial planning knowledge as a CERTIFIED FINANCIAL PLANNER™ professional, including his Ed Slott Master Elite IRA recognition to provide synergistic advanced planning strategies for his clients. As an Accredited Investment Fiduciary (AIF®), Bruce has a thorough knowledge of fiduciary best practices and applies this to his primary focus of serving retirees, soon to retire and those who have lost their spouses (widows and widowers) to protect and preserve their wealth.

About Hosler Wealth Management

COVID-19, Our Response *During these difficult and uncertain times, we can accommodate meeting with you in a variety of ways; via phone call, email, or with (Zoom) video conferencing and screen-sharing technology. Your safety and comfort will always remain very important to us. At Hosler Wealth Management (HWM), we know you work hard for your money. That's why we take our responsibility as your financial advisor so seriously. We're here to help you get better results than you would on your own. Our secret weapons? Tax planning for life, combined with financial planning, IRA & Retirement Planning, and Investment Management with Estate Planning - together provide a holistic solution towards pursuing your financial and life goals. When working with HWM, you'll experience our proprietary approach to helping you plan for your future. You can expect prudent financial planning; advanced tax strategies; and an integrated customized financial plan that addresses the most important aspects of your life. Bruce Hosler is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Bruce Hosler is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Bruce Hosler is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Bruce Hosler is required to act in a fiduciary capacity.

More information is available in Commonwealth’s Form CRS.

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, Insurance Products & Annuities


Qualifications CRD# 4355308
FirmCRD# 175153
Series 63, 66

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 2028 E Gondola Lane,
Gilbert,
AZ
85234
Phone Number 480-276-0805

Office Location 2028 E Gondola Lane,
Gilbert,AZ 85234
Phone Number 480-276-0805

EXPERIENCE -23 years in the insurance industry -21 years as a financial advisor -Managed multiple branches for banks -Managed over 40 million in assets -2 years? experience with Edward Jones investments -4 years? experience with liberty Investment services -2 years? experience with National City Investments -1 year experience with Credit Union Financial Network -4 years experience with LPL Financial -2 Years experience with RIA firm in Scottsdale, AZ -Owner/Manager of RIA firm in Gilbert AZ. REGISTRATIONS & LICENSES -Series 63 (Uniform Securities Agent State Law) -Series 65 (Uniform Investment Adviser) -Arizona Life and Health Insurance Licensed -Arizona Property and Casualty Licensed -Arizona Real-Estate Licensed -CFS-Certified Fund Specialist designation -CAS-Certified Annuity Specialist designation -CES-Certified Estate and Trust Specialist designation -CTS-Certified Tax Specialist -CIS-Certified Income Specialist -MSFS-Master?s degree in Financial Services

About Strategic Financial Group

The mission of our firm is to become the last financial decision any client has to make. We strive to provide consistent repeatable results in all cycles of the financial markets & economy. Our disciplined approach to risk management allows the flexibility to manage all assets in a strategic manner. FIRST MEETING: Take a financial snapshot Create a financial plan Act on the financial plan Set next appointment FIRST MEETING, No cost, No obligation.

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, Insurance Products & Annuities


Qualifications CRD# 2034946
FirmCRD# 166808
Series 6, 7, 22, 24, 26, 63, 65, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions, Hourly


Office Location 2141 E. Broadway Rd.,
Suite 220,
Tempe,
AZ
85282
Phone Number 480-967-1155

Jeff began his financial career in 1990 and is currently a Registered Financial Consultant (RFC) and has his series 7, 63, 65 and 24 licenses. Jeff has been a popular seminar speaker and even hosted a series of radio broadcasts on financial matters. Jeff faces each day with a positive optimism that is wildly contagious. Jeffs clients love their meetings with him and have great deal of respect for what he does. In 2000 Jeff met Bill Kelso CPA, CFP, the two decided to merge and create Alliance Financial Group. That company then combined with Campbell Schoneberger 11 years later, to become Seros Financial. On weekends, Jeff loves spending time with his family. His wife, Kerri, is an amazing decorator (not exaggerating, when you see our office youll believe me!) and together they have 4 children. With his love for life, Jeff enjoys nothing more than to be outside jogging, hiking a trail or riding a mountain bike. Jeff has been a leader with the Boy Scouts of America for over 20 years.

About Seros Financial

Most people only get one shot at retirement. That's why we help you take the guess work out of the process. Seros360? is a seven part mentoring approach to retirement. 1. Goals We build a bridge from your idea of retirement to the real thing. What really matters most to you in retirement and understand the steps needed to reach your goals. 2. Risks Living longer. Rising healthcare costs. Inflation. These are risks everyone faces during retirement. Working together, we can help you identify your risks and plan accordingly. 3. Investments You need an investment strategy that takes into account your retirement goals, how you view risk, and your timeline for retirement. We take a dynamic money management approach in activley monitoring and adjusting your portfolio. 4. Income Income is the engine of your retirement. We help you develop a plan so you take the right amount of income in the most tax efficient way possible. 5. Taxes We help you develop a strategy that balances your tax burden now and throughout retirement. 6. Test Run Why guess about your retirement? Take a Retirement Test Run. This simulated retirement approach lets you actually experience what it will be like to live on the income you'll have during retirement. 7. Retirement With lessons from your Retirement Test Run and adjustments to your plan, you are ready to retire with confidence.


Qualifications CRD# 4556745
FirmCRD# 291326

Compensation/Fee Fee-Based, Based on Assets, Hourly


Office Location 7650 S. McClintock Dr,
Tempe,
AZ
85284
Phone Number 480-634-1111

Joseph Weber is a fee-only financial planner located in Tempe, AZ with offices in Mesa, Gold Canyon; and serving the entire Phoenix area and clients across the country. Integrated Financial Solutions, PLLC (IFS) provides comprehensive financial planning and investment analysis to help clients organize, grow and protect their assets through life's transitions. As a fee-only, fiduciary, and independent financial advisor, Joseph Weber is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

About Integrated Financial Solutions, PLLC

Based in Tempe Arizona, IFS strives to provide innovative and comprehensive Wealth Management Strategies for Individuals, Families, Business Owners, and their Employees. IFS a fee-only Financial Planning firm providing unbiased, comprehensive, and objective advice to help our clients organize, grow, and protect their assets through lifes transitions. We act as a fiduciary for our clients, removing conflicts of interests and only working in the best interest of our clients. Serving clients locally in Arizona and across the nation.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


Qualifications CRD# 4512228
FirmCRD# 30833
Series 7, 31, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee


Office Location 1640 East River Road, Suite 208,
Tucson,
AZ
85718
Phone Number 520-298-1900

Michelle is the founder and President of Modern Wealth Management. She is an Accredited Investment Fiduciary (AIF®) and financial advisor with over 18 years of experience in the industry, including experience with top Fortune 500 firms. Michelle specializes in comprehensive holistic financial planning. She takes the time to listen and understand her clients needs. She also adds an educational feature to help ensure all of her clients make informed decisions. Michelle also has a passion for financial literacy. She has spent the past seven years developing and teaching adult educational classes. These classes are designed to empower people to take control of their financial future. Michelle was born and raised in Tucson and is part of a Tucson lineage tracing back to 1880. She was the 2nd generation to attend Salpointe Catholic High School. She attended University of Arizona, Eller College of Management where she earned her Master of Science in finance and Bachelor of Science in finance. While finance is her passion, Michelle thrives in her philanthropic interests across Tucson. She was a 2014 National Philanthropy Honoree and in 2015, a 40 Under 40 Honoree. She is an active member of nonprofit organizations including cooking meals at Ronald McDonald House, the Junior League of Tucson, and the Diaper Bank of Southern Arizona. She is a past Board President of the Diaper Bank of Southern Arizona, on the Board of Directors for Casa de los Ninos, and the Banner Advisory Board.

About Modern Wealth Management

At our firm, we have the client and only the client in mind. Our mission is to get to know and understand the client's needs, wants, and long-term goals. We want to help clients develop, implement, and monitor strategies that are designed to address individual needs. We understand the challenges families face today ant the uniqueness of every situation. From managing debt, to saving for college, to retirement; these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help clients pursue their goals. We believe in thinking out of the box and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on the client, and their satisfaction.

Advisory Services Provided

Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 3028859
FirmCRD# 312446
Series 7, 9, 10, 63, 66

Compensation/Fee Fee Only, Based on Assets, Hourly


Office Location 7047 E Greenway Parkway,
Suite 250,
Scottsdale,
AZ
85254
Phone Number 602-922-9998

My Mission Statement: To help clients and communities live a more abundant life. I aim to assist people in aligning their money and time with their passions in life and their purpose for life. I entered financial services because I wanted to make a difference in a person's economic life. I believe in being an influential investment advisor; the more I know, tax, estate planning, insurance, financial planning, investments, along with extensive life experiences, the more significant impact I can have on a client's economic happiness. Along with the passion I have for my profession, living a more abundant life means spending as much time as possible with my wife and children. We love to travel and take the time to gain experience as a family. I also love martial arts, mountaineering, and taking scuba diving trips with my buddies!

About Echelon Private Wealth, LLC

Echelon Private Wealth Management is a Full Service Wealth Management Firm committed to your Financial Wellness. We take it personally by delivering fully integrated and holistic advice. Our clients come from various backgrounds and experiences, and we help them achieve financial wellness.

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, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5774816
FirmCRD# 151367
Series 7

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 5134 N. Central Ave., Suite 101,
Phoenix,
AZ
85012
Phone Number 602-931-5043

After being employed first hand at large Wall Street Institutions, we know what pay to play investments and product driven investment advice looks like. At LifeManaged, we offer a new era of advice through values based financial planning. Our deep planning-based methodology and Fiduciary management provide a more transparent view of Life's picture, while enabling you to keep more of your hard-earned dollars to achieve financial independence for your family and the future generations to come. Athanassios Panagiotakopoulos and Benjamin Fredlake are Investment Advisor Representatives with Dynamic Wealth Advisors dba Life Managed. All investment advisory services are offered through Dynamic Wealth Advisors. Click HERE to schedule a meeting or a phone call.

About Life Managed

We create pathways to live life on your terms. We believe financial plans should not be ruled by numbers and investments, but freed by them. If you wonder if you are saving appropriately and in the right accounts or if you should invest or payoff debt as you get near retirement, we are prepared to show you how these impact your lifestyle. Athanassios Panagiotakopoulos and Benjamin Fredlake are Investment Advisor Representatives with Dynamic Wealth Advisors dba Life Managed. All investment advisory services are offered through Dynamic Wealth Advisors. Click HERE to schedule a meeting or a phone call.


Qualifications CRD# 6658072
FirmCRD# 111167

Compensation/Fee Fee-Based


Office Location 6450 N Swan Road, Suite 100,
Tucson,
AZ
85718
Phone Number 888-242-6766

Blake Davelaar, CFP®, is an Allworth advisor serving the Tucson, Arizona, area and the greater Southwest Region of the United States. A native of Seattle, Blake is a proud graduate of the University of Arizona. A CERTIFIED FINANCIAL PLANNER", when he's not working with clients to help them achieve their investment and retirement goals, Blake enjoys spending time with friends biking Mt. Lemmon or playing golf. Passionate about his volunteer work, he serves on the Boys and Girls Clubs of Tucson Associates Board.

About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

Advisory Services Provided

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 6303633
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 4742 N. 24th Street, Suite 270,
Phoenix,
AZ
85016
Phone Number 602-553-2024

I was born in the Midwest, which instilled in me my core values: honesty, hard work and helping others. I have a passion to help ensure everyone I meet gets the right financial plan for their retirement goals. Working as a fiduciary, I enjoy knowing my recommendations are in the best interests of my clients.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.


Qualifications CRD# 4777918
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 3100 West Ray Road, Suite 334,
Suite 801,
Chandler,
AZ
85226
Phone Number 480-946-3626

For nearly 20 years, I've been a financial planner working with my clients to help analyze how best to plan for all of their major financial goals, most importantly a secure retirement. I had a previous career as an electrical engineer so numbers and analysis are in my DNA. Before that, I had the privilege of serving in the U.S. Navy and the good fortune to travel the world.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.


Qualifications CRD# 2052115
FirmCRD# 306872
Series 7, 24

Compensation/Fee Fee Only


Office Location 2425 E. Camelback Road,
Ste 890,
Phoenix,
AZ
85016
Phone Number 480-272-7116

Jeremy is a Senior Wealth Advisor, providing financial planning and investment management services directly to a select group of Surevest clients. He also serves as the firm's Director of Financial Planning and helps keep Surevest's financial life planners current on the latest strategies and law changes, as well as advising on complex cases for high net-worth clients. Jeremy's primary areas of expertise are retirement income planning and minimizing taxes. He co-authored the highly rated personal finance book: A Good Financial Advisor Will Tell You...(available on Amazon.com), along with Surevest's Chief Investment Strategist, Robert Luna. He also writes the popular personal finance blog, Clear and Concise Financial Advice® (https://www.jeremykisner.com/retirement-blog). Jeremy holds a degree in Economics from the University of California, Santa Barbara, and has also earned the following professional designations: Certified Financial Planner®, Certified Private Wealth Advisor®, Chartered Life Underwriter®, Registered Life Planner®.

About Surevest Private Wealth

The Surevest team is dedicated to meeting the demands of high-net-worth and high-earning individuals. We accomplish this by providing independent, world-class asset management in conjunction with a personalized planning approach. Our goal is to create meaningful, long-term relationships with our clients while we help them build and protect their wealth.

Advisory Services Provided

Retirement Planning, Wealth Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 5343116
FirmCRD# 5343116
Series 7, 66

Compensation/Fee Fee Only, Based on Assets, Flat Fee, Hourly


Office Location 3573 E Sunrise Dr,
Suite 115,
Tucson,
AZ
85718
Phone Number 520-232-0505

About Treiberg Wealth Management

I am in the business of helping my clients work towards their financial goals. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers in your overall financial success. My approach may help you invest conservatively, reduce your exposure to taxes, address your insurance needs and provide a plan to transfer your wealth to your children and grandchildren. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Treiberg Wealth Management, a registered investment advisor and separate entity from LPL Financial. The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: Arizona, Indiana, Minnesota,Colorado, Texas, Florida.


Qualifications CRD# 2932321
FirmCRD# 6413
Series 6, 7, 24, 31, 63, 66

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 3573 E Sunrise Drive, Suite 115,
Tucson,
AZ
85718
Phone Number 520-232-0505

About Treiberg Wealth Management, Inc.

We strive to help clients create, grow, protect and distribute wealth in the most efficient manner possible, based on our clients specific needs and goals. We offer customized solutions with the greatest attention to detail. We are committed to putting quality service and objective advice first. Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Treiberg Wealth Management, a registered investment advisor and separate entity from LPL Financial.


Qualifications CRD# 2518521
Series 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions


Office Location 64 E Broadway Rd., Ste. 200,
Tempe,
AZ
85282
Phone Number 623-203-7003

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


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Frequently Asked Questions

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?