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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Scott M. Porter, CFP®

Bennett and Porter Wealth Management
(602) 770-5842

3200 N Hayden Rd Ste 310
Scottsdale, AZ 85251-6655
View on Map
(480) 212-1150

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: General Financial Planning, Insurance Planning, Investment Management, Retirement Planning, Wealth Management

Contact
Michael A. Grosso, CFP®

TCI Wealth Advisors, Inc.
(480) 991-0401

7550 E. McDonald Dr.
Suite D
Scottsdale, AZ 85250-6026
View on Map
(480) 991-0401

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Investment Management, Investment Planning, Retirement Planning, Wealth Management

Contact
Tiffany S. Callahan, CFP®

Morgan Stanley
(520) 519-2338

2840 E Skyline Dr Ste 200
Tucson, AZ 85718-8005
View on Map
(520) 519-2338

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
William Craig, CFP®

USAA
(512) 810-0751

1 Norterra Dr
Phoenix, AZ 85085-8204
View on Map
(623) 715-8666

Compensation Method: None Provided
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
GARY L. LUNA, CFP®

Dynamic Wealth Management
(623) 466-6060

14780 W Mountain View Blvd Ste 211
Surprise, AZ 85374-7281
View on Map
(623) 466-6060

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning

Contact
Britton D. Simmons, CFP®

Regier Carr & Monroe L.L.P.
(520) 624-8229

4801 E Broadway Blvd
Ste 501
Tucson, AZ 85711-3609
View on Map
(520) 624-8229

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Tax Planning, Tax Preparation

Contact
Shawn K Hoskin, CFP®

MetLife and MetLife Securities Inc.
(480) 638-2144

60 E. Rio Salado Pkwy, suite 610
Tempe, AZ 85281
View on Map
(480) 638-2144

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning

Contact
Mary Frances Ray, CFP®

Wells Fargo Advisors, LLC
(602) 570-6064

20551 N Pima Rd Ste 200
Scottsdale, AZ 85255-9154
View on Map
(602) 570-6064

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Timothy W. Holt, CFP®

Holt Capital Management Group, L.L.C.
(623) 334-6800

7075 W Bell Rd Ste 1
Glendale, AZ 85308-8547
View on Map
(623) 334-6800

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: Japanese, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits

Contact
Michael A. Larriva, CFP®

Perspective Financial Services, LLC
(602) 625-1935

1440 E. Missouri Ave.
Suite 250
Phoenix, AZ 85014-2462
View on Map
(602) 635-1313

Compensation Method: Fee Only
Minimum Investable Assets: $150,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Education Planning, General Financial Planning, Investment Management, Life Transitions, Planning for Couples, Retirement Planning

Contact
Beth L. Vance, CFP®

Ameriprise Financial
(520) 748-2384

5151 E Broadway Blvd Ste 730
Tucson, AZ 85711-3783
View on Map
(520) 748-2384

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Retirement Income Management

Contact
Robert F. Keats, CFP®

Keats Connelly & Associates
(602) 955-5007

3336 N 32nd St Ste 100
Phoenix, AZ 85018-6241
View on Map
(602) 955-5007

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: German, French, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Cross-Border Planning, Divorce Issues, Estate Planning

Contact
Ronald M. Oddo, CFP®

PM Group Financial Services, PLLC
(602) 996-0157

8800 E Raintree Dr Ste 170
Raintree Corporate Center
Scottsdale, AZ 85260-3961
View on Map
(480) 990-3510

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Wealth Management

Contact
Teri N Twarkins, CFP®

UBS Financial Services
(602) 667-8108

2555 E. Camelback Road
Suite 600
Phoenix, AZ 85016-9215
View on Map
(602) 667-8108

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Comprehensive Financial Planning, Investment Management, Retirement Planning, Wealth Management

Contact
A.K. Gwynn Scrivener, CFP®

Arizona State Credit Union
(520) 784-5018

777 S Alvernon Way
Tucson, AZ 85711-5354
View on Map
(520) 784-5018

Compensation Method: Commission Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Anne Elizabeth Martz, CFP®

Hanson, Ayala & Associates
(602) 923-9800 x9632

7010 E. Chauncey Lane Ste 200
Phoenix, AZ 85054-3115
View on Map
(602) 923-9800

Compensation Method: Salary
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Investment Management

Contact
Glee B. Pope, CFP®

Morgan Stanley Smith Barney
(480) 502-6072

14850 N Scottsdale Rd Fl 6
Scottsdale, AZ 85254-2798
View on Map
(480) 502-6072

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Stuart E. Thorn, CFP®

S E Thorn & Co
(602) 412-3361

19125 N Lower Territory Rd
Prescott, AZ 86305-4526
View on Map
(602) 412-3361

Compensation Method: Fee Only
Minimum Investable Assets: $400
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Investment Management

Contact
Lawrence J. Moskat, CFP®

Retirement Income and Inheritance Advisors, LLC
(480) 556-7033

17200 N. Perimeter Drive
Suite 200
Scottsdale, AZ 85255-7463
View on Map
(480) 556-7033

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Estate Planning

Contact
Thomas M. Lawless, CFP®

Ameriprise Financial
(480) 467-1964 x208

2151 E Broadway Rd
Ste 218
Tempe, AZ 85282-1933
View on Map
(480) 467-1964

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Wealth Management

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