Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Alex Koury is a CERTIFIED FINANCIAL PLANNER™ and investment manager for Householder Group Estate and Retirement Specialists, LLC in Scottsdale, Arizona. In addition to being a CFP®, he holds the following securities registrations: Series 7, 9 & 10 – General Securities and Series 66 – through LPL Financial. Alex is also licensed through the state of Arizona for life, accident/health, disability, fixed and variable annuities and property and casualty insurance.
As Vice President of Investment Planning for Householder Group Estate & Retirement Specialists, LLC, Alex provides financial services...
Reed began his career in 2008 in the midst of the financial crisis. While the timing presented obstacles, it also presented an opportunity because it provided a unique perspective on the importance of proper financial planning and the damage that can ensue when a family's planning is incomplete or not effectively coordinated and organized. As a CERTIFIED FINANCIAL PLANNER™, Reed spends his time managing the financial affairs for a group of successful families and business owners and brings value to our clients by walking them through a goal-based planning process to ensure that the proper planning...
David Rosenthal (CRD# 2680280) has been a wealth manager for 20 years: "For the past 13 years I have ran my own firm, Wealth Management Solutions. Previously, I worked for a national CPA firm as their wealth manager for 3 years. I started in finance working in New Jersey for a financial planning firm for 5 years before moving to Arizona. Throughout my career I have had the opportunity to work with Business Owners, Divorcees, Retirees, Corporate Executives, and High Net Worth Families. This diverse background has given me first hand experience working with people in many different stages of their...
Timothy Amen (CRD# 5131773) is an Investment Advisor Representative working at Brighton Jones LLC in Scottsdale, AZ and has over 10 years of experience in the finance industry. Timothy Amen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Gray (CRD# 2241844) is an Investment Advisor Representative working at Lpl Financial LLC in Scottsdale, AZ and has over 17 years of experience in the finance industry. David Gray has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
True wealth is about more than money. It is about achieving life.
To that point, Tony and his Team believe strongly that it is their obligation to be accountable to and transparent with their clients and to place their best interests ahead of his own.
From stocks, bonds and socially responsible investing to business sales, Tony does and will do whatever it takes to help you realize your goals.
Tony graduated from Arizona State University in Tempe Arizona with a Bachelors of Science in Business and Communications. He returned to Scottsdale Arizona after having worked and studied at the Massachusetts...
Charisse Mackenzie (CRD# 6091136) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Gilbert, AZ and has over 6 years of experience in the financial industry.