Scottsdale Wealth Planning Employee Directory

Financial ServicesArizona, United States0-1 Employees

Scottsdale Wealth Planning operates in the financial services sector, offering a holistic, consultative approach to personal financial planning. The firm positions itself as a personal Chief Financial Officer for clients, guiding the development of comprehensive plans and granting real-time access to portfolios and educational resources through cloud-based technology. With more than 25 years of investing experience and strong industry relationships, the company emphasizes thoughtful wealth planning across retirement, education funding, and related areas while maintaining a focus on Scottsdale, Arizona as its base. The organization provides investment advisory services through Scottsdale Wealth Planning, Inc., an SEC-registered adviser, and separately offers insurance products through its advisory and insurance-related activities, highlighting a clear delineation between advisory and insurance offerings.

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