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CFA charterholders in Arizona

Chartered Financial Analysts pass three rigorous exams focused on investment analysis and portfolio management.

148 advisors

Encompass More Asset Management
43yrs
Jay Penney
Financial advisor
Scottsdale, AZ
Top 1% by experience in Arizona
CFACFP®Fiduciary
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Versant Capital Management
41yrs
Thomas Connelly
Financial advisor
2394 E. Camelback Road Suite 100
Phoenix, AZ 85016
Top advisor by experience at Versant Capital Management
CFACFP®Fiduciary
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Process Design Capital Management
40yrs
James Garber
Financial advisor
7301 N. 16th St #102
Phoenix, AZ 85020
Top 4% by experience in Phoenix
CFAFiduciary
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Pathstone
39yrs
Susan Peterson
Financial advisor
15169 N Scottsdale Road Suite 3005
Scottsdale, AZ 85254
Top 1% by experience at Pathstone
CFA
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Stoker Ostler, a Part of BMO Financial Group
39yrs
Michael Bolar
Financial 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
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Exeter Financial
38yrs
Kurt Gusinde
Financial advisor
7001 N. Scottsdale Road Suite 1040
Scottsdale, AZ 85253
Top advisor by experience at Exeter Financial
CFACFP®Fiduciary
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Ameriprise Financial Services
36yrs
Alan Willenbrock
Financial advisor
1715 E Skyline Dr Suite 151
Tucson, AZ 85718
Top 7% by experience in Arizona
CFAFiduciary
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Synergy Asset Management
35yrs
Joseph Maas
Financial advisor
Scottsdale, AZ
Top advisor by experience at Synergy Asset Management
CFACFP®ChFC
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Crewe Advisors
35yrs
Louise Willmering
Financial advisor
16100 N. 71st Street Suite 140
Scottsdale, AZ 85254
Top advisor by experience at Crewe Advisors
CFA
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Secure Investment Management
33yrs
John Keefe
Financial advisor
3067 W. Ina Road #125
Tucson, AZ 85741
Top 9% by experience at Secure Investment Management
CFAFiduciary
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Madison Investment Advisors
33yrs
Donald Miller
Financial advisor
8777 N Gainey Center Drive Suite 220
Scottsdale, AZ 85258
Top 10% by experience in Arizona
CFAFiduciary
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Meeks Wealth Management
33yrs
Kirke Meeks
Financial advisor
Scottsdale, AZ
Top 10% by experience in Arizona
CFAFiduciary
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Advice and Planning Services
33yrs
Kevin James
Financial advisor
Phoenix, AZ
Top 3% by experience at Advice and Planning Services
CFAFiduciary
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Intrinsic Value Partners
33yrs
Carter Pearl
Financial advisor
4742 N 24th Street Suite 300
Phoenix, AZ 85016
Top 11% by experience in Phoenix
CFAFiduciary
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Vanguard Advisers
33yrs
Delbert Stafford
Financial advisor
14321 N Northsight Blvd
Scottsdale, AZ 85260
Top 1% by experience at Vanguard Advisers
CFA
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Strategic Wealth Advisors
32yrs
Laurie Bagley
Financial advisor
Scottsdale, AZ
Top 12% by experience in Arizona
CFAFiduciary
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Juncture Wealth Strategies
32yrs
Bradley Haines
Financial advisor
8777 E. Via DE Ventura Suite 120
Scottsdale, AZ 85258
Top 12% by experience in Arizona
CFAFiduciary
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TFO Family Office Partners
32yrs
Charles Carroll
Financial advisor
5060 North 40th Street Suite 200
Phoenix, AZ 85018
Top advisor by experience at TFO Family Office Partners
CFAFiduciary
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Wells Fargo Advisors
31yrs
Thomas Tenney
Financial advisor
8501 North Scottsdale Rd Suite 150
Scottsdale, AZ 85253
Top 13% by experience in Arizona
CFACFP®Fiduciary
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L. ROY Papp & Associates
31yrs
Jeffrey Edwards
Financial advisor
2201 E. Camelback Road Suite 227b
Phoenix, AZ 85016
Top advisor by experience at L. ROY Papp & Associates
CFA
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Wells Fargo Advisors
31yrs
Michael Weigel
Financial advisor
18700 N Hayden Rd Suite 525
Scottsdale, AZ 85255
Top 13% by experience in Arizona
CFAFiduciary
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Sterling Investment Management
31yrs
John Payne
Financial advisor
6262 North Swan Rd. Suite 210
Tucson, AZ 85718
Top 13% by experience in Arizona
CFAFiduciary
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RMH Investment Management
31yrs
Richard Mundinger
Financial advisor
3430 E Sunrise Drive Suite 180
Tucson, AZ 85718
Top 13% by experience in Arizona
CFAFiduciary
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