CPAs with the Personal Financial Specialist credential combine tax expertise with financial planning.
Trek Financial
40yrs
Eric BurstockFinancial advisor
8355 East Hartford Drive Suite 105
Scottsdale, AZ 85255
Top 3% by experience at Trek Financial
CPA/PFSFiduciary
Cetera Investment Advisers
40yrs
George NeillFinancial advisor
10751 N Frank Lloyd Wright Blvd Suite 103
Scottsdale, AZ 85259
Top 4% by experience in Arizona
CFP®CPA/PFS
Eaton-Cambridge
34yrs
Robert KorljanFinancial advisor
5090 N. 40th Street Suite 205
Phoenix, AZ 85018
Top advisor by experience at Eaton-Cambridge
CPA/PFSFiduciary
Oak Brook Asset Management
Top 10% by experience in Arizona
CPA/PFSFiduciaryFee-only firm
Buttonwood Advisors
Top 10% by experience in Arizona
CPA/PFSFiduciary
LPL Financial
30yrs
Mark RosenfeldFinancial advisor
5111 N Scottsdale Road Suite 159
Scottsdale, AZ 85250
Top 15% by experience in Arizona
CPA/PFSFiduciary
VM Jones Financial Consulting
30yrs
Vearle JonesFinancial advisor
1772 E Boston St, Suite 103
Gilbert, AZ 85295
Top 8% by experience in Gilbert
CPA/PFSFiduciary
Ameriprise Financial Services
30yrs
Richard ClarkFinancial advisor
6816 E Brown Rd Suite 101
Mesa, AZ 85207
Top 9% by experience in Mesa
CPA/PFS
CPA Advisory Services
29yrs
Kenneth CouncilFinancial advisor
7373 E. Doubletree Ranch Rd. #255
Scottsdale, AZ 85258
Top 16% by experience in Arizona
CPA/PFSFiduciary
United Planners' Financial Services of America a Limited Partner
28yrs
Peter NeubergFinancial advisor
7333 E Doubletree Ranch Rd Suite 120
Scottsdale, AZ 85258
Top 18% by experience in Arizona
CPA/PFSFiduciary
Cambridge Investment Research Advisors
Top 19% by experience in Arizona
CFP®CPA/PFSFiduciary
Tribeca Financial
27yrs
James SchmidtFinancial advisor
2812 N. Norwalk Suite 103
Mesa, AZ 85215
Top 15% by experience in Mesa
CPA/PFSFiduciary
Maridea Wealth Management
Top 23% by experience in Phoenix
CFP®CPA/PFSFiduciary
LPL Financial
Top 19% by experience in Yuma
CPA/PFSFiduciary
Wedbush Securities
25yrs
Kristin RathjenFinancial advisor
14851 N. Scottsdale Road Suite 201
Scottsdale, AZ 85254
Top 25% by experience in Arizona
CPA/PFSFiduciary
Park Avenue Securities
24yrs
Jeffrey KirshnerFinancial advisor
7373 E. Doubletree Ranch Rd Suite B-155
Scottsdale, AZ 85258
More experience than 74% of advisors in Arizona
CPA/PFSFiduciary
Cetera Investment Advisers
More experience than 73% of advisors in Arizona
CPA/PFSFiduciary
LPL Financial
24yrs
William WashoFinancial advisor
4300 N Miller Rd Suite C231
Scottsdale, AZ 85251
More experience than 73% of advisors in Arizona
CFP®CPA/PFS
Aton Advisors
More experience than 73% of advisors in Arizona
CPA/PFSFiduciary
Trek Financial
24yrs
Mark WhittakerFinancial advisor
8355 East Hartford Drive Suite 105
Scottsdale, AZ 85255
More experience than 73% of advisors in Arizona
CPA/PFSFiduciary
L. Jane Heist Wealth Management
More experience than 71% of advisors in Arizona
CPA/PFSFiduciaryFee-only firm
Luminescent Wealth Management
22yrs
Erin ItkoeFinancial advisor
16427 North Scottsdale Road Suite 410
Scottsdale, AZ 85254
More experience than 70% of advisors in Arizona
CFP®CPA/PFSFiduciary
Cetera Investment Advisers
20yrs
Steven BeinfestFinancial advisor
7373 N Scottsdale Rd Suite A250
Scottsdale, AZ 85253
More experience than 65% of advisors in Arizona
CPA/PFSFiduciary
TFO Family Office Partners
20yrs
Mason LongstrethFinancial advisor
5060 North 40th Street Suite 200
Phoenix, AZ 85018
More experience than 65% of advisors in Phoenix
CFP®CPA/PFSFiduciary