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Joyce R
Series 63, Series 65
Phoenix, AZ
Five Peaks Financial Consulting, Inc.
Joyce Rolfes is the president of Five Peaks Financial Consulting, Inc. in Phoenix, AZ, with 32 years of industry experience. She holds Series 63 and Series 65 designations and has professional experience spanning roles at United Planners Financial Services and co-trustee positions for family trusts. She has served as a committee member of the Desert Botanical Garden, a nonprofit organization, since 2010. Five Peaks Financial Consulting provides personalized financial planning and investment advisory services primarily to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on comprehensive financial planning, manager selection, pension consulting, and insurance placement, typically operating in a non-discretionary capacity while utilizing fundamental and quantitative analysis alongside psychometric risk assessments.
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