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Alden R
Series 66
Gilbert, AZ
Maridea Wealth Management
Alden Rowe is a financial advisor at Maridea Wealth Management with nine years of industry experience. He holds a Series 66 license and previously worked for Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Outside of his advisory role, Rowe is involved in several e-commerce and online retail ventures, including ownership of multiple online businesses and a publishing company. Maridea Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach focuses on diversified, low-cost mutual funds and ETFs, incorporating fundamental analysis and modern portfolio theory, and it also offers fiduciary, CFO, insurance, and business services.
Shanna R
Series 66
Gilbert, AZ
Maridea Wealth Management
Shanna Reed is a financial advisor at Maridea Wealth Management with 14 years of industry experience. She holds a Series 66 designation and previously worked for Cambridge Investment Research for 10 years. Reed also owns BY HFS, a business providing financial coaching, tax, divorce, estate planning, and business legal services. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and business-oriented services including outsourced CFO support. The firm emphasizes personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory, with ongoing account monitoring and formal annual reviews.
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