Financial Life Planners
Financial Life Planners (CRD# 129415) is a financial advisory firm headquartered in Phoenix, AZ. They manage $133,000,000 in 664 accounts and serve the financial needs of clients across 3 states (or territories).
-
Total Assets Under Management133MILLION
-
Total Number of Accounts664ACCOUNTS
-
Average Account Value$200,301
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, TX
Cynthia Fick (CRD# 1643732) is an Investment Advisor Representative working at Financial Life Planners in Phoenix, AZ and has over 37 years of experience in the finance industry.
Gina Wight (CRD# 5353376) is an Investment Advisor Representative working at Financial Life Planners in Phoenix, AZ and has over 16 years of experience in the finance industry.
William Fick (CRD# 7783706) is an Investment Advisor Representative working at Financial Life Planners in Phoenix, AZ and has 1 year of experience in the finance industry.