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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- 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
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Eric Myre (CRD# 5113041) is an Investment Advisor Representative working at Lpl Financial LLC in Queen Creek, AZ and has over 16 years of experience in the finance industry.
Aaron Nance (CRD# 5083790) is an Investment Advisor Representative working at Edward Jones in Chandler, AZ and has over 18 years of experience in the finance industry.
Steven Netzel (CRD# 2863170) is an Investment Advisor Representative working at Val Vista Capital Management, LLC in Sun Lakes, AZ and has over 15 years of experience in the finance industry.
William Newman (CRD# 5730023) is an Investment Advisor Representative working at Newman's Financial Planning in Queen Creek, AZ and has 7 years of experience in the finance industry.
We are dedicated to providing investment management and strategic wealth planning to all of our clients. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.
David Oster (CRD# 5483864) is an Investment Advisor Representative working at Edward Jones in Phoenix, AZ and has over 16 years of experience in the finance industry.
Jaren Packard (CRD# 6619619) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Tan Valley, AZ and has over 7 years of experience in the finance industry.
Victoria Paez (CRD# 3273312) is an Investment Advisor Representative working at Edward Jones in Chandler, AZ and has over 21 years of experience in the finance industry.
Daniel Pallesen (CRD# 7009772) is an Investment Advisor Representative working at Creative Planning in Gilbert, AZ and has over 5 years of experience in the finance industry. Daniel Pallesen 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.
Anthony Park (CRD# 2833347) is an Investment Advisor Representative working at Panoptic Global Wealth Management, LLC in San Tan Valley, AZ and has over 15 years of experience in the finance industry.
Elia Parrish (CRD# 6321389) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gilbert, AZ and has over 9 years of experience in the finance industry.