What departments does Money Wise AZ have?

Money Wise AZ has employees across 2 departments including Marketing, Finance.

What is the largest department at Money Wise AZ?

The largest department at Money Wise AZ is Marketing with 1 employees.

Where are Money Wise AZ employees located globally?

Money Wise AZ has employees across 2 continents and 2 countries including Viet Nam, United States Of America.

How has Money Wise AZ's team size changed over time?

Money Wise AZ's team has remained stable from approximately 1 to 1 employees based on available data.

Money Wise AZ Employee Directory

Financial ServicesArizona, United States2-10 Employees

Money Wise AZ is a small financial services firm based in Scottsdale, Arizona. Led by Cristina Acosta, who has more than 25 years in the financial services industry and holds the ChFC and CERTIFIED FINANCIAL PLANNER designations, the practice emphasizes comprehensive retirement planning that includes Social Security claiming strategies to address longevity and market risk, with experience serving federal employees. Money Wise Retirement Planning operates both as an insurance provider and an investment advisory practice; insurance products are offered through the firm's insurance arm, while investment services are provided through AE Wealth Management, LLC (AEWM), a registered investment adviser that does not offer insurance products. AEWM does not offer insurance products, and the insurance offerings are not subject to Investment Advisor requirements. The firm notes that it does not provide tax or legal advice and that investing involves risk, including potential loss of principal. The organization is not affiliated with the U.S. government.

Money Wise AZ Global Highlights

North America
3

United States Of America
3

Asia
1

Viet Nam
1

Money Wise AZ's Leadership

N. F.
Co-Owner
Mobile Phone
Email
K. G.
Marketing Director
Mobile Phone
Email
C. A.
Financial Advisor
Mobile Phone
Email

Money Wise AZ Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Money Wise AZ

Name

Title

Contact Info

Location

Last Update

N. F.
Co-Owner
Mobile Phone
Email
United StatesArizona
Apr 26, 2025
K. G.
Marketing Director
Mobile Phone
Email
United StatesArizona
May 28, 2026
C. A.
Financial Advisor
Mobile Phone
Email
Feb 18, 2026

Frequently Asked Questions

What is Money Wise AZ known for?

Money Wise AZ was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 14301 North 87th Suite 117 Scottsdale, Arizona 85260 United States; you can contact the main corporate office by phone at

+1-480-556-****

. Explore Money Wise AZ's company overview page for more information.

What is Money Wise AZ's most common email format?

Money Wise AZ employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Money Wise AZ email formats with LeadIQ.

How many employees does Money Wise AZ have currently?

Money Wise AZ has approximately 3 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Money Wise AZ's key employees and leadership?

As of June 2026, Money Wise AZ's key employees include:

Co-Owner: N. F.
Marketing Director: K. G.
Financial Advisor: C. A.

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Money Wise AZ Employee Directory

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