Chartered Financial Analysts pass three rigorous exams focused on investment analysis and portfolio management.
Encompass More Asset Management
Top 1% by experience in Arizona
CFACFP®Fiduciary
Versant Capital Management
41yrs
Thomas ConnellyFinancial advisor
2394 E. Camelback Road Suite 100
Phoenix, AZ 85016
Top advisor by experience at Versant Capital Management
CFACFP®Fiduciary
Process Design Capital Management
40yrs
James GarberFinancial advisor
7301 N. 16th St #102
Phoenix, AZ 85020
Top 4% by experience in Phoenix
CFAFiduciary
Pathstone
39yrs
Susan PetersonFinancial advisor
15169 N Scottsdale Road Suite 3005
Scottsdale, AZ 85254
Top 1% by experience at Pathstone
CFA
Stoker Ostler, a Part of BMO Financial Group
39yrs
Michael BolarFinancial advisor
4900 N. Scottsdale Road Suite 2600
Scottsdale, AZ 85251
Top advisor by experience at Stoker Ostler, a Part of BMO Financial Group
CFACFP®Fiduciary
Exeter Financial
38yrs
Kurt GusindeFinancial advisor
7001 N. Scottsdale Road Suite 1040
Scottsdale, AZ 85253
Top advisor by experience at Exeter Financial
CFACFP®Fiduciary
Ameriprise Financial Services
Top 7% by experience in Arizona
CFAFiduciary
Synergy Asset Management
Top advisor by experience at Synergy Asset Management
CFACFP®ChFC
Crewe Advisors
35yrs
Louise WillmeringFinancial advisor
16100 N. 71st Street Suite 140
Scottsdale, AZ 85254
Top advisor by experience at Crewe Advisors
CFA
Secure Investment Management
33yrs
John KeefeFinancial advisor
3067 W. Ina Road #125
Tucson, AZ 85741
Top 9% by experience at Secure Investment Management
CFAFiduciary
Madison Investment Advisors
33yrs
Donald MillerFinancial advisor
8777 N Gainey Center Drive Suite 220
Scottsdale, AZ 85258
Top 10% by experience in Arizona
CFAFiduciary
Meeks Wealth Management
Top 10% by experience in Arizona
CFAFiduciary
Advice and Planning Services
Top 3% by experience at Advice and Planning Services
CFAFiduciary
Intrinsic Value Partners
33yrs
Carter PearlFinancial advisor
4742 N 24th Street Suite 300
Phoenix, AZ 85016
Top 11% by experience in Phoenix
CFAFiduciary
Vanguard Advisers
Top 1% by experience at Vanguard Advisers
CFA
Synergy Asset Management
Top 11% by experience in Arizona
CFA
Strategic Wealth Advisors
Top 12% by experience in Arizona
CFAFiduciary
Juncture Wealth Strategies
32yrs
Bradley HainesFinancial advisor
8777 E. Via DE Ventura Suite 120
Scottsdale, AZ 85258
Top 12% by experience in Arizona
CFAFiduciary
TFO Family Office Partners
32yrs
Charles CarrollFinancial advisor
5060 North 40th Street Suite 200
Phoenix, AZ 85018
Top advisor by experience at TFO Family Office Partners
CFAFiduciary
Wells Fargo Advisors
31yrs
Thomas TenneyFinancial advisor
8501 North Scottsdale Rd Suite 150
Scottsdale, AZ 85253
Top 13% by experience in Arizona
CFACFP®Fiduciary
L. ROY Papp & Associates
31yrs
Jeffrey EdwardsFinancial advisor
2201 E. Camelback Road Suite 227b
Phoenix, AZ 85016
Top advisor by experience at L. ROY Papp & Associates
CFA
Wells Fargo Advisors
31yrs
Michael WeigelFinancial advisor
18700 N Hayden Rd Suite 525
Scottsdale, AZ 85255
Top 13% by experience in Arizona
CFAFiduciary
Sterling Investment Management
31yrs
John PayneFinancial advisor
6262 North Swan Rd. Suite 210
Tucson, AZ 85718
Top 13% by experience in Arizona
CFAFiduciary
RMH Investment Management
Top 13% by experience in Arizona
CFAFiduciary