FocalPoint Wealth Management Employee Directory

Financial ServicesArizona, United States2-10 Employees

FocalPoint Wealth Management is a private wealth management firm located in Phoenix, Arizona.

FocalPoint was founded in 2016 by Certified Financial Planner™ practitioners with a clear mission in mind: to build a practice with integrity, transparency, and independent advice at the core of everything we do.

Since we don’t offer proprietary products or engage in investment banking operations, we’re not bound to corporate objectives or limited in our strategies.  Instead, we act as fiduciaries, so you can feel confident knowing YOUR FUTURE IS OUR FOCUS. With over 40 years of experience and an arsenal of industry resources, no situation is too complex for us to handle.

Learn more by visiting us at http://www.FocalPointWealth.com

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Any opinions expressed herein may not be those of FocalPoint Wealth Management and are subject to change without notice. The products and services described on this page are for U.S. residents only and are available through FocalPoint Wealth Management. Securities offered through LPL Financial, member FINRA (www.finra.org)/SIPC (www.sipc.org). Investment advisory services offered through Wealthcare Advisory Partners, a Federally Registered Investment Advisor. Wealthcare Advisory Partners and FocalPoint Wealth Management are separate entities from LPL Financial.

The LPL Financial registered representatives associated with this page may discuss and/or transact securities business only with residents of the states for which they are properly registered. Some products and services may not be available in all states or to all clients. For a list of states in which we are registered to do business, please visit http://www.focalpointwealth.com.

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