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).

Current Firm Details
10429 S 51st Street, Suite 220, Phoenix, AZ 85044
https://podcasts.apple.com/us/podcast/financial-life-planning-with-cynthia-and-gina/id1599602319
By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    664
    ACCOUNTS
  • Average Account Value
    $200,301
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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Financial Life Planners
Showing 1 - 3 of 3 top financial advisors.
1
Cynthia Fick, financial advisor Phoenix AZ
Cynthia K. Fick
CRD#: 1643732
10429 S 51st Street, Ste 220, Phoenix, AZ 85044

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.

2
Gina Wight, financial advisor Phoenix AZ
Gina G. Wight
CRD#: 5353376
10429 S 51st Street, Suite 220, Phoenix, AZ 85044

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.

3
William Fick, financial advisor Phoenix AZ
William M. Fick
CRD#: 7783706
10429 S 51st Street, Suite 220, Phoenix, AZ 85044

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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