Scottsdale Wealth Planning Employee Directory

Financial ServicesUnited States0-1 Employees

Scottsdale Wealth Planning is in the business of making your financial dreams into reality.

We do this through a traditional, consultative discovery process, face-to-face with our senior advisor and Certified Financial Planner®. We develop a holistic financial plan, and provide our clients with real-time access to their portfolio and educational resources through state-of-the-art, cloud-based technology.  We act as your personal Chief Financial Officer as we work together to realize your goals. And with more than 25 years of investing experience, our relationships within the industry are strong, reliable and proven.

On our company page, we strive to bring our clients and followers thoughtful food-for-thought in the areas of wealth planning and management, retirement and education funding, alternative investments, market insights as well as general finance. And we love to talk about Scottsdale.

Investment Advisory services provided by Scottsdale Wealth Planning, Inc., an SEC registered investment adviser. Insurance products by the entity detailed in your Advisors Part 2B of Form ADV: Brochure Supplement in Item 4: Other Business Activities. Though there are similarities among these services, the investment advisory programs and Insurance services offered by Scottsdale Wealth Planning, Inc. advisors are separate and distinct, differ in material ways and are governed by different laws and separate contracts with you. A copy of Scottsdale Wealth Planning, Inc. current written disclosure statement discussing advisory services and fees is available for review upon request.

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