Risk management in Arizona

Guy Welsh, Owner of Empower Financial Group LLC, located at 1 South Church Avenue in Tucson, Arizona, is dedicated to serving professional advisors and empowering motivated individuals to achieve greater success. At Empower Financial Group, they act as a financial GPS, helping clients navigate their current financial situation and create a strategic roadmap towards their desired life goals. The team focuses on educating clients so they can make confident decisions at every stage of life. Their mission is to empower individuals with knowledge and resources to help them achieve their goals. By building authentic relationships and providing guidance whenever needed, Empower Financial Group aims to be a trusted resource for clients as they work towards satisfying success.

Bank of America Private Client Advisor Paola Tomassini is located at 3500 East Sunrise Drive in Tucson, Arizona, United States. Paola Tomassini is a Senior Vice President and Private Client Advisor at Bank of America Private Bank, specializing in advising high net worth individuals and families on various aspects of their financial lives. Paola is part of a team that offers guidance on investment management, wealth transfer, credit needs, trust and estate planning. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They take the time to listen and learn about clients and their families before creating strategies to meet their needs and goals. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth, drawing on personalized approaches and resources to help achieve financial objectives. The team is committed to innovation and providing clients with disciplined financial strategies tailored to their needs. Please note that by visiting the Bank of America Private Bank website, you may be directed to FINRA’S BrokerCheck and are subject to separate terms and privacy policies. Investing involves risk, and it is recommended to consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.

John Wilson is a financial advisor at Ameriprise Financial Services, LLC located at 1715 East Skyline Drive in Tucson, Arizona. Ameriprise has been recognized as the overall winner in the wealth manager category in the Kiplinger Readers’ Choice Awards 2023. As one of the most trusted wealth management companies, Ameriprise puts clients and their goals at the center of all they do. If you are interested in setting up a complimentary initial consultation to discuss your financial future, please contact John Wilson. Investment products are not insured by the FDIC, NCUA, or any federal agency and involve risks. Securities are offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. John Wilson is registered in states where he conducts securities business. Ameriprise Financial cannot guarantee future financial results. Feel free to refer friends or family members to John Wilson for financial guidance.

Merrill Lynch Financial Advisor Judith G Lewis is a distinguished finance institution located at 3500 East Sunrise Drive in Tucson, Arizona, United States. Merrill is proud of its advisors, including Judith G Lewis, who have received recognition from financial industry publications and Bank of America Corporation. Judith G Lewis has been recognized by Forbes as a "Top Women Wealth Advisor Best-in-State" in 2023 and as part of the "Best-in-State Wealth Management Teams" in 2024. With the support of Merrill's global resources, Judith G Lewis and her team are dedicated to providing exemplary client service and building strong relationships based on trust and personalized service. At Merrill Lynch Wealth Management, Judith G Lewis focuses on understanding your family, goals, and priorities to create a personalized financial approach that evolves with you over time. By starting with a conversation to identify your most important goals, Judith G Lewis can help you make investment decisions that align with your aspirations. Using the Investment Personality Assessment, Judith G Lewis can customize a financial approach tailored to your preferences and objectives.

Merrill Lynch Financial Advisor Doug Haynes is a finance institution located at 3500 East Sunrise Drive, Tucson, Arizona, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Doug Haynes focuses on what matters most to you - your family, goals, and priorities. By starting with a conversation, the team helps identify and prioritize your goals, whether it's transferring wealth to the next generation, customizing your financial approach, or providing guidance to help you stay informed. The Investment Personality Assessment helps understand your investing preferences, allowing for a customized financial approach to help you pursue your goals. From retirement planning to saving for a home or funding education, Merrill Lynch is committed to helping you manage, grow, and preserve your wealth while considering your long-term financial needs. With access to Merrill's investment insights and Bank of America's banking solutions, the team works to develop a personalized plan tailored to your goals. The Merrill Personal Wealth Analysis™ helps build and document a plan centered on your aspirations. By regularly reviewing your goals and financial approach, the team at Merrill Lynch ensures you stay on track to achieve what's most important to you. Let Merrill Lynch Financial Advisor Doug Haynes help you design and implement a personalized financial plan to pursue your financial goals and manage investment risk. With a focus on what matters most to you, the team at Merrill Lynch is dedicated to helping you achieve your goals and live your best financial life.

Tetrant - Legal | Financial is a comprehensive estate planning and financial planning institution located at 22211 South Ellsworth Road in Queen Creek, Arizona, United States. Our team of advisors helps clients efficiently coordinate all aspects of their personal estates, offering services such as informal probate, trust administration, and estate planning solutions. We also provide guidance on insurable risks, investment strategies, and charitable legacy planning. With offices in Gilbert, Chandler, and Queen Creek, we serve clients in various counties in Arizona. Our services include investment advising, financial planning, retirement account management, and life insurance. Tetrant Financial, our Registered Investment Advisor, operates in compliance with state registration requirements. We are a flexible firm that is willing to make house visits to nearby communities such as Chandler, Gilbert, Mesa, Tempe, Apache Junction, Gold Canyon, and San Tan Valley. Schedule a free consultation or attend one of our educational seminars to learn more about how we can assist you in organizing and protecting your assets.

SilverTree Wealth Partners at Sunrise is a finance institution located at 3561 East Sunrise Drive in Tucson, Arizona, United States. We offer sophisticated wealth management services tailored to meet your individual needs. Our team is dedicated to helping you achieve your specific financial goals in today's challenging financial landscape. We provide comprehensive plans designed to align with your investment requirements, ensuring a personalized wealth management experience. Our comprehensive planning approach includes a detailed review and analysis of all aspects of your financial life, enabling us to create a personalized plan that addresses every detail. We understand the importance of your financial future and work diligently to serve as the ultimate steward of your wealth, offering a full spectrum of strategies to simplify life's complexities and provide you with a tailored plan that meets your needs.

Merrill Lynch Financial Advisor Jorge Gomez del Campo, located at 3500 East Sunrise Drive in Tucson, Arizona, United States, is a finance institution dedicated to helping clients achieve their financial goals. Every relationship begins with a conversation to identify and prioritize what matters most to you, whether it's transferring wealth, pursuing passions, or planning for the future. By utilizing the Investment Personality Assessment and drawing upon research in behavioral finance, the institution customizes a financial approach to help clients reach their goals. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. With a focus on understanding your aspirations and addressing fluctuations in the market, the advisors at Merrill Lynch work with you to design and implement a personalized plan to help you pursue financial goals while managing investment risk. The institution has received recognition from Forbes as "Best-in-State Wealth Advisors" multiple times, showcasing their dedication to exemplary client service. Whether you're planning for retirement, funding education, or preparing for the future, Merrill Lynch Financial Advisor Jorge Gomez del Campo is here to help you achieve your financial goals.

Don Taflin is a financial advisor at Ameriprise Financial Services, LLC located at 400 West Fry Boulevard in Sierra Vista, Arizona, United States. Don holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Don specializes in providing financial advice and services to individuals, retirees, small business owners, and high net worth clients. Don's expertise covers a wide range of topics including asset management, investment strategies, estate planning, retirement planning, risk management, and insurance products. Don is committed to upholding a code of ethics and continuously improving his knowledge and skills through ongoing education and training. Don is dedicated to helping clients make informed financial decisions and achieve their long-term financial goals.

Tetrant - Legal | Financial is a comprehensive estate planning and financial planning institution located at 3303 East Baseline Road in Gilbert, Arizona, United States. Our team of advisors specialize in coordinating all aspects of personal estates for our clients, including estate planning, estate administration, informal probate, and trust administration. At Tetrant, we offer affordable estate planning solutions to help our clients protect their loved ones from various insurable risks and utilize time-tested approaches to investing their assets. We also assist clients in planning their charitable legacy for future generations.

Merrill Lynch Financial Advisor Bobby Bakos is a finance institution located at 3500 East Sunrise Drive in Tucson, Arizona, United States. Bobby Bakos specializes in managing wealth by understanding each client's unique financial situation and goals. By creating personalized strategies that adapt to changing market conditions, clients have access to the investment insights of Merrill and the banking solutions of Bank of America. Bobby Bakos and his team are dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Bobby Bakos focuses on what matters most to each individual client, whether it's planning for retirement, buying a home, funding education, or passing wealth to future generations. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Bobby Bakos can create a customized financial approach that aligns with each client's goals and priorities.

Gilbert Business Lawyer is a reputable institution located at 2925 East Pegasus Street in Gilbert, Arizona, United States. Specializing in corporate law, the experienced team at Denton Peterson PC understands the unique challenges faced by business owners and provides expert legal guidance to navigate them effectively. From choosing the right business structure to handling tax filings and legal obligations, their skilled attorneys ensure that your business operates within the boundaries of the law while minimizing liability. With a focus on building a strong foundation for your business success, their team offers personalized advice on entity types, tax implications, and legal paperwork preparation. From contracts to employment law, their business law team covers a wide range of legal issues to keep your business operating smoothly. Denton Peterson's commitment to professional service and client success has earned them a solid reputation in the Phoenix area as reliable business litigation lawyers. Whether you need ongoing legal counsel, assistance with disputes, or guidance on restructuring your business, Denton Peterson's team of skilled lawyers is ready to help. With their extensive knowledge of business law and dedication to client success, Denton Peterson is the go-to resource for all your legal needs as a business owner.

Theodore Todd Risen is a financial advisor at Ameriprise Financial Services, LLC, located at 400 West Fry Boulevard, Sierra Vista, Arizona, United States. He holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various financial areas including asset management, retirement planning, estate planning, investment strategies, risk management, and more. Theodore Todd Risen is dedicated to providing comprehensive and personalized financial advice to his clients, with a focus on helping them achieve their financial goals and secure their future.

Merrill Lynch Financial Advisor Fernando Gandara, located at 3500 East Sunrise Drive in Tucson, Arizona, is a finance institution dedicated to providing exemplary client service. Recognized by Forbes as "Best-in-State Wealth Advisors" from 2019 to 2023, our team is committed to building strong client relationships based on trust and personalized service. With access to the global resources of Merrill, our experienced advisors work with you to understand your family, goals, and priorities, designing a personalized financial plan to help you pursue your financial goals while managing investment risk. Whether you're planning for retirement, saving for a home, or funding a child's education, our team will work with you to create a customized investment approach centered on your goals. As your life and goals change, we will help you stay on track by revisiting your financial approach and making any necessary adjustments. Contact Merrill Lynch Financial Advisor Fernando Gandara to start working towards achieving your financial goals today.

Merrill Lynch Financial Advisor James Michael Wood, located at 3500 East Sunrise Drive in Tucson, Arizona, United States, is a finance institution dedicated to understanding your unique financial goals and helping you achieve them. With a personalized approach, the team at Merrill Lynch works to design and implement a plan tailored to your needs, focusing on managing investment risk while pursuing your aspirations. By utilizing the investment insights of Merrill and banking solutions from Bank of America, they aim to address your financial needs and help you stay on track to achieve your goals. With a team of experienced professionals committed to building strong client relationships, Merrill Lynch offers personalized wealth management strategies to help you navigate life's financial complexities. Whether you're planning for retirement, education expenses, or passing wealth to future generations, Merrill Lynch is dedicated to providing thoughtful analysis and guidance to help you reach your financial objectives.

Merrill Lynch Financial Advisor Richard E Johnson is a finance institution located at 3500 East Sunrise Drive, Tucson, Arizona, United States. Our mission is to understand you and what matters most to you, so we can design and implement a personalized plan to help you pursue your financial goals while managing investment risk. We focus on potential solutions to turn your goals into reality, whether it's planning for future health care expenses, college savings, business sales, or wealth transfer to future generations. With access to Merrill's investment insights and Bank of America's banking solutions, we work with you to develop a financial approach tailored to your needs. Our team is committed to building strong client relationships based on trust and personalized service. We offer the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. Our goal is to help you stay on track to achieve what's most important to you as your life and financial markets change over time. Let's work together to help you reach your financial goals.

Merrill Lynch Financial Advisor Joseph R Poliseo, located at 3500 East Sunrise Drive in Tucson, Arizona, is a trusted institution in the finance industry. The advisors at Merrill have received recognition from prestigious publications like Forbes and Bank of America Corporation, setting the standard for exemplary client service. The team at Merrill is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to your changing needs over time. Through conversations and a deep understanding of your goals, Merrill helps you make investment decisions that align with what matters most to you. The Investment Personality Assessment helps customize your financial approach to pursue your unique goals. With access to investment insights and banking solutions, Merrill works with you to develop a personalized plan designed to meet your financial needs and aspirations. The mission of Merrill is to understand you and what matters most, helping you design and implement a plan to pursue your financial goals while managing risk. Through the Merrill Personal Wealth Analysis™, a personalized plan is built around your goals and what you want to achieve. Regular check-ins and updates ensure your financial approach reflects changes in your life and the market. Merrill Lynch Wealth Management Advisors are committed to helping you navigate the complexities of your financial life, providing personalized investment strategies and comprehensive financial solutions. With a dedicated Merrill advisor, you can access the latest investment insights, tips, and strategies to help you live your best financial life.

Security Enterprises is a leading financial institution based in Tucson, Arizona, United States. With a strong focus on providing top-notch security and financial services, we are dedicated to helping our clients achieve their financial goals and safeguarding their assets. Our team of experienced professionals is committed to delivering personalized solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or risk management services, Security Enterprises is here to provide you with the expertise and support you need. Trust us to protect and grow your wealth with integrity and excellence.

Dobrusin Financial LLC is a finance institution located at 10240 West Bell Road, Sun City, Arizona, United States. We are an experienced, tax, accounting and financial services firm, committed to providing a high level of expertise, excellent service and client satisfaction. Our services include Financial Planning, Investments, Retirement, Wealthy Management, Tax Planning & Preparation. At Dobrusin Financial, we believe that having a comprehensive financial plan is essential, no matter what stage of life you are in. Our team of experts, including Certified Public Accountants, will work with you to create a personalized plan based on your current financial situation and goals. We specialize in customized, comprehensive strategies in investment, retirement, estate planning, taxes, and risk management to grow and protect your wealth. We understand the importance of retirement planning and will help you prepare for a financially secure future. Tax return preparation is also a key service we offer, ensuring accuracy and efficiency in an ever-changing tax environment. Our goal is to provide integrated strategies and solutions that allow you to enjoy the life you've worked hard to build. Contact Dobrusin Financial today for expert financial advice and guidance tailored to your individual needs.

Gary Truax is a financial advisor at Ameriprise Financial Services, LLC located at 17505 North 79th Avenue in Glendale, Arizona. With a focus on your individual goals and risk tolerance, Gary provides investment recommendations and portfolio management to help you achieve your financial objectives, whether it be retirement planning, education savings, or a major purchase. Regular meetings and progress reviews ensure that your financial plan is updated to reflect any changes in your life. You can easily access your investments and track your progress online from any device. Gary Truax is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Schedule a complimentary consultation to learn more about how Gary can help you reach your financial goals. Member FINRA and SIPC.

Steven Kreutzberg is a Financial Advisor at Ameriprise Financial Services, LLC located at 17505 North 79th Avenue, Glendale, Arizona, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Steven specializes in providing comprehensive financial planning services for individuals and small business owners, with a focus on asset management, retirement planning, estate planning, and risk management. He is dedicated to upholding the highest ethical standards and continuously expanding his knowledge and expertise in the field of finance to better serve his clients. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Steven Kreutzberg is committed to helping you achieve your financial goals.

Polaris Wealth Group - Ameriprise Financial Services, LLC is a finance institution located at 15396 North 83rd Avenue in Peoria, Arizona, United States. Recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024, we specialize in helping clients achieve their long-term financial goals. Our services include personalized investment recommendations, asset allocation strategies, and regular progress reviews to ensure your financial success. With a focus on individual goals and risk tolerance, we tailor our approach to meet your specific needs. Clients can easily access their accounts and track their progress online, while also scheduling complimentary initial consultations to get started. Our team is dedicated to providing top-notch financial advice and guidance to help you reach your goals. Contact us today to learn more about how we can assist you in achieving financial success.

Christopher Dean Torres is a Financial Advisor at Ameriprise Financial Services, LLC located at 3200 East Camelback Road, Phoenix, Arizona, United States. Christopher holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Christopher's expertise in asset management, estate planning, investment strategies, retirement planning, and more. As a Financial Advisor, Christopher is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those with specific financial needs such as domestic partnerships and military members. If you are seeking a knowledgeable and experienced financial advisor in Phoenix, Christopher Dean Torres is a trusted professional who can help you achieve your financial goals.

Russell Doyle - Financial Advisor, Ameriprise Financial Services, LLC is a trusted wealth manager located at 2398 East Camelback Road, Phoenix, Arizona, United States. With a focus on individual goals and risk tolerance, they provide investment, asset allocation, and portfolio recommendations tailored to each client. Regular meetings and progress tracking ensure that strategies are updated as life changes. Clients can access their investments and accounts securely from any device. Russell Doyle helps clients plan for retirement, education, major purchases, and more. The Retirement InteractiveSM tool allows clients to explore potential challenges that could impact their retirement income. Schedule a complimentary initial consultation to start planning for a more confident financial future. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Russell Doyle is registered to conduct securities business in specific states. Privacy and security are a top priority, with online security guarantees and protections in place. Referrals are welcomed, and friends or family members can expect to hear from Russell Doyle soon to discuss their financial goals.

Monson Capital Advisory is a finance institution located at 4435 East Chandler Boulevard, Phoenix, Arizona, United States. We specialize in helping clients grow their nest egg while also protecting their estate from potential risks. Our unbiased advice is tailored to your individual resources and priorities, with a focus on creating a solid financial foundation for lifelong income. We offer comprehensive wealth and estate solutions for both businesses and families, using time-tested strategies to address taxes and generate superior results. Our guarantees are backed by the claims-paying ability of the issuing carrier, providing peace of mind for our clients.

Charles Allen - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 6181 West Park Avenue in Chandler, Arizona, offers personalized financial planning services tailored to individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Charles Allen provides investment recommendations and portfolio management to help clients achieve their financial objectives. Regular progress reviews, updates, and secure online access to accounts ensure clients stay on track towards their goals. As a registered advisor, Charles Allen adheres to strict regulatory guidelines and offers a complimentary initial consultation to new clients. With a commitment to transparency and client satisfaction, Ameriprise Financial Services, LLC strives to help individuals navigate the complexities of financial planning and investment management.

Norm Lemus - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2398 East Camelback Road, Phoenix, Arizona, United States. Norm Lemus holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Norm Lemus specializes in providing comprehensive financial planning services tailored to the individual needs of clients, including asset management, retirement planning, estate planning, investment strategies, and risk management. With a commitment to ethical standards and ongoing education, Norm Lemus is dedicated to helping clients achieve their financial goals and secure their financial future.

At Mike Ciminello - Financial Advisor, Ameriprise Financial Services, LLC, located in Scottsdale, Arizona, United States, we prioritize what matters most to you, whether it's planning for retirement, education, or a major purchase. With a focus on individual goals and risk tolerance, we offer investment recommendations and portfolio management. We track your progress, update strategies as life changes, and provide secure access to your accounts at any time. Schedule a complimentary consultation to learn more about how we can help you achieve your financial goals. Mike Ciminello is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. We adhere to strict regulations to ensure the privacy and security of our clients' information. Contact us to discuss your financial priorities and start planning for a secure future.

Aaron M Thomas is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 11811 North Tatum Boulevard, Phoenix, Arizona, United States. With a focus on personalized financial advice, Aaron takes the time to understand your goals and provide guidance to help you reach them. Whether you are looking to invest in the stock market, purchase a new home, or manage your cash flow, Ameriprise offers flexible lending solutions to help you achieve your financial goals. By setting up a complimentary initial consultation, you can take the next step towards a more confident financial future. Please note that investment products involve risks and may result in loss of principal. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Aaron M Thomas is registered to conduct securities business in certain states, please refer to FINRA's BrokerCheck website for more information. Let's meet to discuss what's most important to you and work towards a brighter financial future together.

Matt Hanna is a financial advisor at Ameriprise Financial Services, LLC located at 7010 East Chauncey Lane in Phoenix, Arizona, United States. Matt holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Matt's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Matt is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, Matt Hanna is committed to helping clients achieve their financial goals and secure their financial future.