He Ma is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding Series 65 and Series 63 registrations with 10 years of industry experience. His prior roles include positions at GoHealth, Strategic Healthcare Financial Advisors, and UnitedHealthcare. He is also involved in independent health insurance agency work and business ownership through JM Capital Group LLC. CSP Financial Group provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, emphasizing portfolio construction and ongoing monitoring in line with Modern Portfolio Theory. The firm also manages workplace accounts and offers co-advisory and donor-advised account support.

Varaphone Potter is a financial advisor at CSP Financial Group LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Champion Brokerage Group, WealthVest, Questar Capital Corporation, and Allianz Life. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment approach emphasizes portfolio construction and monitoring aligned with Modern Portfolio Theory, asset allocation, and ongoing rebalancing, often employing third-party managers such as Matson Money.

Michael Poole is a financial advisor with CSP Financial Group LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at LifeTyme Financial Advisors, Prosperity Capital Advisors, and operating Poole Financial Group, Inc. dba Synergy Financial Group, where he has provided financial advisory and insurance services. CSP Financial Group offers discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment process incorporates Modern Portfolio Theory principles, asset allocation, and ongoing rebalancing, often utilizing third-party managers such as Matson Money to implement model portfolios.

Mark Flanagan is a financial advisor with CSP Financial Group LLC, holding a Series 65 designation and seven years of industry experience. He is also the owner of Mercer, Flanagan & Company, P.C., a CPA firm he has managed since 2000. Flanagan has held roles at several financial firms, including LifeTyme Financial Group and Flanagan Financial LLC. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment approach emphasizes portfolio construction and monitoring based on Modern Portfolio Theory, uses third-party managers such as Matson Money, and includes tax-efficient management of workplace accounts.

Ethan Gruenke is a financial advisor with CSP Financial Group LLC in Sheboygan Falls, WI, holding a Series 65 designation and three years of industry experience. Prior to joining CSP Financial Group, he worked at Veritas Financial Services LLC and has also been a fulfillment associate for Iron Supports, a manufacturer of iron brackets and corbels. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring based on Modern Portfolio Theory, asset allocation, and ongoing rebalancing, often utilizing third-party managers such as Matson Money.

Mark Mollon is a financial advisor at CSP Financial Group LLC with 15 years of industry experience. He holds a Series 65 designation and has previously worked at LifeTyme Financial Group, LLC, LifeTyme Financial Advisors, LLC, and Legacy Builder Group. In addition to his advisory role, he is licensed as a life insurance agent and receives commissions from life insurance products. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring aligned with Modern Portfolio Theory, uses third-party managers for model allocations, and manages held-away workplace accounts with a focus on tax-efficient asset location and rebalancing.

Henry Luong is a financial advisor at CSP Financial Group LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at CSP Financial Group since 2021, alongside operating as a sole proprietor. Luong has also been a patent examiner at the United States Patent and Trademark Office since 2010. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring based on Modern Portfolio Theory and employs third-party managers such as Matson Money to implement model allocations.

Craig Tompkins is a financial advisor with CSP Financial Group LLC in San Jose, CA, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. He has previously worked with Agape Investment Coaching and Rice Financial Consulting, and he also owns and operates Coalition Insurance Services, a life and health insurance business in California. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring based on Modern Portfolio Theory, employs third-party managers for model implementation, and manages held-away workplace accounts with a focus on tax-efficient asset location and rebalancing.

Kai Jacobs is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding a Series 65 designation and two years of industry experience. Prior to joining CSP Financial Group, he operated as a sole proprietor and has experience working in various roles outside finance, including at T-Mobile and CVS Pharmacy. Jacobs also works as a licensed insurance agent, earning commissions from life insurance sales. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction based on Modern Portfolio Theory and uses third-party managers while conducting ongoing monitoring and annual reviews.

Mandi Hering is a financial advisor at CSP Financial Group LLC in Tucson, AZ, holding a Series 65 designation with four years of industry experience. Her prior experience includes working with Kinghorn Financial, LLC and Kinghorn Law | Financial, along with a long tenure at Amphitheater Schools. She is also a United Healthcare Medicare Advantage Plans agent. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring based on Modern Portfolio Theory and incorporates third-party managers like Matson Money in its investment approach.

Charles Pettit Jr. is a ChFC® designated financial advisor with 15 years of industry experience currently serving at CSP Financial Group LLC in Scottsdale, AZ. He has previously worked at LifeTyme Financial Group, LLC and LifeTyme Financial Advisors, LLC, and is a partner at Ed 4 Feds, a company that provides pension and retirement education seminars for federal employees. Pettit also operates an independent insurance practice. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment process focuses on portfolio construction aligned with Modern Portfolio Theory, asset allocation, rebalancing, and utilizes third-party managers such as Matson Money.

Nicholas Der is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding Series 65 and Series 66 licenses and five years of industry experience. He has held roles at several firms, including Matson Money and The Shred Method, where he was involved in sales, operations, and project management for a software program focused on debt payoff planning. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring based on Modern Portfolio Theory and uses third-party managers to implement model allocations.

Douglas Miller is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His background includes roles at LifeTyme Financial Advisors, BridgeLight Capital, and 360 Wealth Management. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring aligned with Modern Portfolio Theory, utilizes third-party managers such as Matson Money, and manages held-away workplace accounts with a focus on tax efficiency and rebalancing.

Kim Ngon Trinh Wicker is a financial advisor at CSP Financial Group LLC with three years of industry experience. She holds the Series 65 designation and has worked with firms including Matson Money, Inc. and GreenMatter Biotech. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment approach emphasizes portfolio construction and monitoring based on Modern Portfolio Theory, asset allocation, and ongoing rebalancing, often utilizing third-party managers such as Matson Money.

Hayden Santos is a financial advisor at CSP Financial Group LLC with a Series 65 designation and two years of industry experience. Prior to joining CSP Financial Group, he worked at Legacy Transportation and runs Energy Fitness as a sole proprietor. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and businesses. The firm utilizes an investment process centered on Modern Portfolio Theory, asset allocation, and ongoing rebalancing, often employing third-party managers like Matson Money to implement strategies.

Monica Boulter is a financial advisor at CSP Financial Group LLC in Baltimore, MD, with four years of industry experience. She holds a Series 65 designation and has worked with CSP Financial Group since 2023. Outside of her advisory role, she serves as a Foreign Affairs Officer with the U.S. Department of State, a position she has held since 2015. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring aligned with Modern Portfolio Theory and collaborates with third-party managers such as Matson Money.

Tonya White is a financial advisor with CSP Financial Group LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has held roles at multiple firms and is involved in creating a financial education course focused on heart, soul, and spirituality. Tonya also participates in non-investment ventures including essential oil sales and leading wellness workshops. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring based on Modern Portfolio Theory, asset allocation, and uses third-party managers while also managing held-away workplace accounts with tax-efficient strategies.

Jacqueline French is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding a Series 65 license and three years of industry experience. She has experience as a self-employed real estate agent and holds health and life insurance licenses, which she uses alongside her financial planning role at CSP Financial Group. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm employs a portfolio construction and monitoring approach consistent with Modern Portfolio Theory and may utilize third-party managers such as Matson Money to implement investment strategies.

Felicia Gopaul is a CFP® professional with 11 years of industry experience, currently affiliated with CSP Financial Group LLC in Irvine, CA. Her work history includes roles at Invest for Better, Financial Control Mastery, and a financial education company she runs called Shipt. Outside of advising, she operates this financial education business, which delivers educational services. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment approach emphasizes portfolio construction and monitoring aligned with Modern Portfolio Theory, asset allocation, and ongoing rebalancing, often utilizing third-party managers such as Matson Money.

James Anderson IV is a financial advisor with CSP Financial Group LLC in Tucson, AZ, holding a Series 65 credential and five years of industry experience. His work history includes roles outside finance such as involvement with Bondurant Racing School and El Rio Golf Course. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and businesses. The firm emphasizes portfolio construction based on Modern Portfolio Theory, utilizes third-party managers like Matson Money, and offers services including donor-advised account support and held-away workplace account management.

Leala Ruangtragool is a financial advisor with CSP Financial Group LLC and holds a Series 65 designation. She has been active in financial and related entrepreneurial activities since 2017, including operating as a sole proprietor and involvement with Thai Ventures 002, LLC. Her experience also includes a role at the Public Health Institute. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and businesses. The firm’s investment approach is based on Modern Portfolio Theory, asset allocation, and annual reviews, utilizing third-party managers such as Matson Money to implement model allocations.