ChooseAFinancialAdvisor.com

CPA financial planners in Arizona

CPAs with the Personal Financial Specialist credential combine tax expertise with financial planning.

40 advisors

Trek Financial
40yrs
Eric Burstock
Financial advisor
8355 East Hartford Drive Suite 105
Scottsdale, AZ 85255
Top 3% by experience at Trek Financial
CPA/PFSFiduciary
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Cetera Investment Advisers
40yrs
George Neill
Financial advisor
10751 N Frank Lloyd Wright Blvd Suite 103
Scottsdale, AZ 85259
Top 4% by experience in Arizona
CFP®CPA/PFS
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Eaton-Cambridge
34yrs
Robert Korljan
Financial advisor
5090 N. 40th Street Suite 205
Phoenix, AZ 85018
Top advisor by experience at Eaton-Cambridge
CPA/PFSFiduciary
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Oak Brook Asset Management
33yrs
Alexander Cudzewicz
Financial advisor
Scottsdale, AZ
Top 10% by experience in Arizona
CPA/PFSFiduciaryFee-only firm
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Buttonwood Advisors
33yrs
Victor Hess
Financial advisor
Marana, AZ
Top 10% by experience in Arizona
CPA/PFSFiduciary
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LPL Financial
30yrs
Mark Rosenfeld
Financial advisor
5111 N Scottsdale Road Suite 159
Scottsdale, AZ 85250
Top 15% by experience in Arizona
CPA/PFSFiduciary
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VM Jones Financial Consulting
30yrs
Vearle Jones
Financial advisor
1772 E Boston St, Suite 103
Gilbert, AZ 85295
Top 8% by experience in Gilbert
CPA/PFSFiduciary
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Ameriprise Financial Services
30yrs
Richard Clark
Financial advisor
6816 E Brown Rd Suite 101
Mesa, AZ 85207
Top 9% by experience in Mesa
CPA/PFS
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CPA Advisory Services
29yrs
Kenneth Council
Financial advisor
7373 E. Doubletree Ranch Rd. #255
Scottsdale, AZ 85258
Top 16% by experience in Arizona
CPA/PFSFiduciary
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United Planners' Financial Services of America a Limited Partner
28yrs
Peter Neuberg
Financial advisor
7333 E Doubletree Ranch Rd Suite 120
Scottsdale, AZ 85258
Top 18% by experience in Arizona
CPA/PFSFiduciary
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Cambridge Investment Research Advisors
28yrs
Edward Marshall
Financial advisor
Scottsdale, AZ
Top 19% by experience in Arizona
CFP®CPA/PFSFiduciary
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Tribeca Financial
27yrs
James Schmidt
Financial advisor
2812 N. Norwalk Suite 103
Mesa, AZ 85215
Top 15% by experience in Mesa
CPA/PFSFiduciary
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Maridea Wealth Management
26yrs
John Chichester
Financial advisor
Phoenix, AZ
Top 23% by experience in Phoenix
CFP®CPA/PFSFiduciary
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LPL Financial
26yrs
Daniel Misenhimer
Financial advisor
233 S 2nd Ave
Yuma, AZ 85364
Top 19% by experience in Yuma
CPA/PFSFiduciary
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Wedbush Securities
25yrs
Kristin Rathjen
Financial advisor
14851 N. Scottsdale Road Suite 201
Scottsdale, AZ 85254
Top 25% by experience in Arizona
CPA/PFSFiduciary
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Park Avenue Securities
24yrs
Jeffrey Kirshner
Financial advisor
7373 E. Doubletree Ranch Rd Suite B-155
Scottsdale, AZ 85258
More experience than 74% of advisors in Arizona
CPA/PFSFiduciary
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Cetera Investment Advisers
24yrs
David Monheit
Financial advisor
Scottsdale, AZ
More experience than 73% of advisors in Arizona
CPA/PFSFiduciary
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LPL Financial
24yrs
William Washo
Financial advisor
4300 N Miller Rd Suite C231
Scottsdale, AZ 85251
More experience than 73% of advisors in Arizona
CFP®CPA/PFS
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Aton Advisors
24yrs
Timothy Schott
Financial advisor
Marana, AZ
More experience than 73% of advisors in Arizona
CPA/PFSFiduciary
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Trek Financial
24yrs
Mark Whittaker
Financial advisor
8355 East Hartford Drive Suite 105
Scottsdale, AZ 85255
More experience than 73% of advisors in Arizona
CPA/PFSFiduciary
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L. Jane Heist Wealth Management
23yrs
Lynda Heist
Financial advisor
Scottsdale, AZ
More experience than 71% of advisors in Arizona
CPA/PFSFiduciaryFee-only firm
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Luminescent Wealth Management
22yrs
Erin Itkoe
Financial advisor
16427 North Scottsdale Road Suite 410
Scottsdale, AZ 85254
More experience than 70% of advisors in Arizona
CFP®CPA/PFSFiduciary
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Cetera Investment Advisers
20yrs
Steven Beinfest
Financial advisor
7373 N Scottsdale Rd Suite A250
Scottsdale, AZ 85253
More experience than 65% of advisors in Arizona
CPA/PFSFiduciary
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TFO Family Office Partners
20yrs
Mason Longstreth
Financial advisor
5060 North 40th Street Suite 200
Phoenix, AZ 85018
More experience than 65% of advisors in Phoenix
CFP®CPA/PFSFiduciary
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