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John C

CFP®, PFS™, Series 66

Phoenix, AZ

Maridea Wealth Management

John Chichester Jr. is a CFP® and PFS™ with 24 years of experience in financial advising, currently with Maridea Wealth Management. His prior experience includes roles at LPL Financial, Cetera, Trustbank Wealth Management, and First Allied Securities. He also works as an adjunct professor at Northern Arizona University and operates a tax preparation and accounting practice. Maridea Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, with a focus on diversified, low-cost mutual funds and ETFs managed using fundamental analysis and modern portfolio theory. The firm offers discretionary portfolio management along with business-oriented CFO, treasury, and retirement-plan fiduciary services.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Founder/Business Owner Executive
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Stephanie B

CFP®

Phoenix, AZ

Maridea Wealth Management

Stephanie Bawolek is a CFP® professional with one year of experience at Maridea Wealth Management in Phoenix, AZ. Prior to joining Maridea in 2026, she worked at LPL Financial, Element Financial Group, TrustBank Wealth Management, and Chichester Financial Group, accumulating over a decade of industry experience. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering investment advisory, financial planning, and fiduciary services. The firm manages portfolios primarily through diversified, low-cost mutual funds and ETFs using fundamental analysis and modern portfolio theory, with portfolios managed on a discretionary basis and tailored planning.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Founder/Business Owner Executive
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