Cynthia Fick, financial advisor Phoenix AZ

Cynthia Fick

CRD Number: 1643732
Current Firm: Financial Life Planners

Cynthia Fick (CRD# 1643732) is an Investment Advisor Representative working at Financial Life Planners in Phoenix, AZ and has over 36 years of experience in the finance industry.

Similar Advisors
David Schiller, financial advisor Phoenix AZ
David C. Schiller
CRD# 2794155
Aegis Wealth Partners, LLC
Similar Advisors
Michael Abbate, financial advisor Phoenix AZ
Michael J. Abbate
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Similar Advisors
Jerry Abbitt, financial advisor Phoenix AZ
Jerry W. Abbitt
CRD# 5338348
Primerica Advisors
Company Name Location Dates Years
Financial Life Planners LLC Chandler, AZ Dec 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1987
S65 NASAA Investment Advisors Law Examination Jun 1995
S66 NASAA Uniform Combined State Law Examination May 2003
By the Numbers
  • Total Assets Under Management
    113
    MILLIONS
  • Total Number of Accounts
    672
    ACCOUNTS
  • Average Account Value
    $167,846
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, TX

Ready to hire a financial advisor? Get competitive proposals from Cynthia Fick and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.