Spirit West Certified Planning, LLC Employee Directory

Legal ServicesArizona, United States2-10 Employees

With locations across Arizona, Spirit West Certified Planning, LLC offers easy estate planning options that may help you to avoid probate, protect your spouse and stay in control.  
Estate Planning can be simple and easy!
Estate Planning Services such as:  Arizona Living Trusts, Wills, Powers of Attorney and living wills. 
Special Needs Trusts and IRA Beneficiary Trusts  

Serving Arizona Families in Scottsdale, Phoenix, Prescott, Mesa, Chandler, Chino Valley, Sedona, Paradise Valley, Tucson, Gold Canyon, Oro Valley, Apache Junction, Tubac, Williamson Valley, Prescott Valley

NEW TO ARIZONA? - we can help you with your existing documents
NEED TO MAKE A CHANGE - we can assist with changes to your documents
PUTTING IT OFF - Now is the time to make the call and get this done!

1-844-637-0514 - call our office and we will work to find a time that fits best for you. 

Estate Planning services offered by Spirit West Certified Planning, LLC 
Investment advisory services offered through Spirit West Advisors, LLC, a Registered Investment Advisor in the State of Arizona. Insurance products and services are offered through Spirit West Certified Planning, LLC. Spirit West Advisors, LLC and Spirit West Certified Planning, LLC are affiliated companies.

Find Spirit West Certified Planning, LLC employees' phone numbers or email addresses

Spirit West Certified Planning, LLC Global Highlights

North America
4

United States Of America
4

Spirit West Certified Planning, LLC's Leadership

A. S.
Co-Founder
Mobile Phone
Email
K. M. S.
Certified Financial Planner™ Cfp® And Certified Legal Document Preparer Cldp
Mobile Phone
Email
D. S.
Estate Planning Associate
Mobile Phone
Email

Spirit West Certified Planning, LLC Employee Metrics

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2026

2025

Business
Finance
Legal
Accounting
Administrative
Other

Contact profiles from Spirit West Certified Planning, LLC

Name

Title

Contact Info

Location

Last Update

A. S.
Co-Founder
Mobile Phone
Email
United StatesArizona
Nov 15, 2025
K. M. S.
Certified Financial Planner™ Cfp® And Certified Legal Document Preparer Cldp
Mobile Phone
Email
United StatesArizona
Nov 12, 2025
D. S.
Estate Planning Associate
Mobile Phone
Email
United StatesArizona
Jul 29, 2024

Frequently Asked Questions

What is Spirit West Certified Planning, LLC known for?

Spirit West Certified Planning, LLC operates in the Legal Services industry. The company's main headquarters is located in 5011 North Granite Reef Road Scottsdale, Arizona 85250 United States. Explore Spirit West Certified Planning, LLC's company overview page for more information.

What is Spirit West Certified Planning, LLC's most common email format?

Spirit West Certified Planning, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Spirit West Certified Planning, LLC email formats with LeadIQ.

How many employees does Spirit West Certified Planning, LLC have currently?

Spirit West Certified Planning, LLC has approximately 3 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Spirit West Certified Planning, LLC's key employees and leadership?

As of February 2026, Spirit West Certified Planning, LLC's key employees include:

Co-Founder: A. S.
Certified Financial Planner™ Cfp® And Certified Legal Document Preparer Cldp: K. M. S.
Estate Planning Associate: D. S.

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