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
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.
Karl Schroeder (CRD# 1015271) is an Investment Advisor Representative working at Schroeder Financial Services, Inc. in Sun Lakes, AZ and has over 21 years of experience in the finance industry.
Kenneth Brenden (CRD# 4967455) is an Investment Advisor Representative working at Brenden Financial Planning in Sun Lakes, AZ and has 1 year of experience in the finance industry. Kenneth Brenden 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.