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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
William Clayton Frey, CFP®

Frey Financial
(520) 795-0095

3052 E Broadway Blvd
Tucson, AZ 85716-5314
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(520) 795-0095

Compensation Method: Fee Only
Minimum Investable Assets: $25,000
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Divorce Issues, Estate Planning, General Financial Planning, Government and Military, Investment Management, Long-Term Care

Contact
Michael A. Grosso, CFP®

TCI Wealth Advisors, Inc.
(480) 991-0401

7550 E. McDonald Dr.
Suite D
Scottsdale, AZ 85250-6026
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(480) 991-0401

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Investment Management, Investment Planning, Retirement Planning, Wealth Management

Contact
William D Lee, CFP®

Ironwood Investment Counsel LLC
(602) 493-4042

14646 N Kierland Blvd Ste 135
Scottsdale, AZ 85254-2762
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(602) 493-4042

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Investment Management, Retirement Income Management, Retirement Planning, Risk Management, Securities

Contact
Donald J. Magdon, CFP®

Principal Financial Group
(480) 231-6600

4041 S McClintock Dr Ste 312
Tempe, AZ 85282-5879
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(480) 231-6600

Compensation Method: Commission Only
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: Yes

Specialties: Asset Allocation, Comprehensive Financial Planning, Debt Management, Insurance Planning

Contact
Valerie Fishgold, CFP®

Fishgold Financial Services
(480) 563-9590

8262 E Via Dona Rd
Scottsdale, AZ 85266-2283
View on Map
(480) 563-9590

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: German, Polish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Trace Cowley Udall, CFP®

Udall Financial, LLC
(480) 361-3530

122 N MacDonald
Mesa, AZ 85201-6621
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(480) 361-3530

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning

Contact
Lauren Lee Morgan, CFP®

Morgan Wealth Management, Inc.
(623) 933-0600

12213 W Bell Rd Ste 115
Surprise, AZ 85378-9519
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(623) 933-0600

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Justin Nardo, CFP®

Pacwest Financial Management
(602) 997-8882

1643 E Bethany Home Rd
Phoenix, AZ 85016-2530
View on Map
(602) 997-8882

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Contact
Brent C. McQuiston, CFP®

WealthTrust-Arizona
(480) 575-8037

8434 E Shea Blvd
Scottsdale, AZ 85260-6670
View on Map
(480) 483-7300

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Planning

Contact
David A. Dietrich, CFP®

Dietrich Financial Services Inc.
(602) 524-2429

17505 N 79th Ave Ste 115
Glendale, AZ 85308-8727
View on Map
(602) 524-2429

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Insurance Planning, Investment Planning, Long-Term Care, Retirement Income Management

Contact
Jessica Peck Donnerstein, CFP®

FSC Securities Corporation
(480) 621-7900

5001 N Granite Reef Rd
Scottsdale, AZ 85250-7449
View on Map
(480) 621-7900

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Budget Development, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, Government and Military, Investment Management

Contact
Diane A. Ouellette, CFP®

Gold Canyon Financial Planning
(480) 982-6917

8181 E Canyon Estates Cir
Gold Canyon, AZ 85118-5839
View on Map
(480) 982-6917

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Budget Development, Comprehensive Financial Planning, Debt Management, Estate Planning, Investment Management, LGBT Individuals and Couples, Women's Finances

Contact
J. Donald Larkin, CFP®

Larkin & Associates
(623) 972-6155 x104

14997 W Bell Rd Ste 100
Surprise, AZ 85374-3210
View on Map
(623) 972-6155

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Estate Planning, General Financial Planning, Investment Planning, Retirement Income Management, Retirement Planning

Contact
Steve Harnden, CFP®

Ameriprise Financial Services,
(602) 390-6076

10240 W Bell Rd Ste D
Sun City, AZ 85351-1153
View on Map
(623) 972-3133

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Geoffrey W. White, CFP®

Capital Strategies Group, LLC
(480) 635-4050

2151 East Baseline Rd.
Ste 101
Tempe, AZ 85283-1542
View on Map
(480) 635-4050

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: Yes
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Wealth Management

Contact
Brian W. Brooks, CFP®

Thrivent Financial for Lutherans
(480) 563-1367

17015 N Scottsdale Rd Ste 335
Scottsdale, AZ 85255-5897
View on Map
(480) 563-1367

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Intergenerational Planning

Contact
Myron S. Rottenstein, CFP®

UBS Financial Services Inc
(520) 748-3654

1725 E Skyline Dr Ste 101
Tucson, AZ 85718-1149
View on Map
(520) 748-3654

Compensation Method: None Provided
Minimum Investable Assets: $1,000,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Investment Management, Life Planning

Contact
Anne Elizabeth Martz, CFP®

Hanson, Ayala & Associates
(602) 923-9800 x9632

7010 E. Chauncey Lane Ste 200
Phoenix, AZ 85054-3115
View on Map
(602) 923-9800

Compensation Method: Salary
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Investment Management

Contact
James P. Dew, CFP®

Dew Wealth Management
(480) 614-9119

8800 E Raintree Dr Ste 115
Scottsdale, AZ 85260-3958
View on Map
(480) 614-9119

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Divorce Issues, Insurance Planning, Investment Management, Investment Planning, LGBT Individuals and Couples, Long-Term Care

Contact
Barbara S. Ingraham, CFP®

Raymond James and Assoc
(480) 314-0527

14850 N. Scottsdale Rd
suite 155
Scottsdale, AZ 85254-2812
View on Map
(480) 635-6890

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

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