I began my financial career in 2008, just months before the Great Financial Crisis unfolded. It was an eye-opening experience that sparked my interest in financial planning. Witnessing firsthand the profound impact a financial advisor could have on clients during such a turbulent time motivated me to pursue my Certified Financial Planner™ (CFP®) designation. With over 16 years of industry experience, I help clients navigate the complexities of investment & risk management, retirement & other strategic planning, tax optimization, and legacy & estate planning.
I believe every client has a unique story, and my goal is to understand that story as thoroughly as possible to help them achieve what matters most. By taking a client-centric approach, I tailor financial solutions to align with each individual’s needs and objectives. Transparency, education, and building long-term relationships are central to my philosophy, and I strive to empower clients to make informed financial decisions that reflect their personal goals and values.
When I’m not working, I enjoy spending time with my wife and our two daughters, who keep us happily busy. As a family, we love traveling and spending time outdoors. I also enjoy staying active by exercising, playing golf, and coaching my daughters’ sports teams.
As a proud Arizona fan, I may be based in Phoenix, but I’ll always be a Wildcat for life—Bear Down!
Experience:
By Sergio V. Ortiz A Common Experience, With a Recognizable Pattern In my experience, there’s a moment that tends to surface for professionals in fields like dentistry, medicine, and other
By Chase Gelardi, CFP® If you joined Honeywell before the pension plan was frozen in the early 2000s, there’s a good chance you still have a legacy benefit. If you’re
Each quarter, we provide the latest market and economic updates, valuable planning insights, and other relevant information to help you stay informed. Data Monitor Inflation Consumer price inflation has moderated
By Chase Gelardi, CFP® In my experience, a long career at a publicly traded company can often evolve in ways employees don’t fully anticipate. Everyone’s path is different, but one pattern
By Sergio Ortiz Recently, my wife and I went out to dinner with a group of friends. She’s a nurse practitioner, and before long the conversation turned to the practice
By Chase Gelardi, CFP® Intel has been one of the largest employers in the Phoenix area for decades, after establishing a long-term presence here in the 1970s. For many employees,
