Overview

I am a CFP with 20 years' experience. I've been practicing in Scottsdale for most of my career. I am an IAR as well as RR. I focus on retirement accumulation and income planning. My investment approach is more conservative with an emphasis on protecting wealth.

Market
Advisor/RIA
Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...