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Richard B
Series 65
Scottsdale, AZ
CS Planning Corp
Richard Bingaman is a financial advisor with CS Planning Corp, holding a Series 65 credential and eight years of industry experience. He previously worked at Dynamic Wealth Advisors and GuidePoint Private Wealth Management, and he owns a CPA tax and business advisory firm, REB CPA, PLLC. In addition to his advisory work, he manages several non-investment related residential and commercial property leasing businesses. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, investment consulting, and financial planning services to a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to deliver broadly diversified, systematically managed portfolios tailored to each client’s risk tolerance and goals.
Michael G
Series 63, Series 65
Scottsdale, AZ
CS Planning Corp
Michael Goyarts is a financial advisor with CS Planning Corp, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior experience includes roles at GuidePoint Private Wealth Management, Life Events Wealth Management LLC, and United Planners' Financial Services. Outside of advisory work, he owns a consulting business specializing in estate planning services. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to provide investment supervisory, portfolio management, consulting, and financial planning services, utilizing broadly diversified portfolios tailored to client risk tolerance and goals.
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