Top general retirement planning financial advisors in Flagstaff, AZ

Joel Rieck is a financial advisor at Simplicity Wealth with eight years of industry experience. He holds a Series 65 designation and has worked at several firms, including Northland Financial, where he serves as President and is involved in insurance sales and service. Simplicity Wealth serves a diverse client base, ranging from individual and high-net-worth investors to corporate and institutional clients, offering services that include financial planning, portfolio management, and retirement plan advisory. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides technology and operational support to other advisers through its managed account platform.

David Watson is a financial advisor with Oak Asset Management, LLC in Flagstaff, AZ, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He worked at Wells Fargo Advisors Financial Network LLC from 2009 to 2017 before joining Oak Asset Management in 2017. Outside of his advisory role, he has been licensed as an insurance agent since 2010. Oak Asset Management serves individual and high-net-worth clients, as well as trusts, pension plans, and other business entities, providing discretionary asset management and investment consulting. The firm focuses on fundamental stock selection and strategic asset allocation, operating exclusively as a wrap-fee program sponsor and offering retirement plan consulting within its wrap advisory services.

Donald Rosalez is a financial advisor with Independent Wealth Network, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at Brokers International Financial Services, LLC since 2017 and previously at Broker Dealer Financial Services Corp. from 2014 to 2017. Rosalez also operates an accounting and tax preparation sole proprietorship, M.A.S. Financial Group. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers, tailoring strategies to client goals using a range of investment techniques and ongoing portfolio oversight.

Kaitlyn Wigman Childers is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Her career includes roles at VOYA Financial Advisors and Sji Financial Services, Inc., where she has been active since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting with access to model portfolios, research, and various investment strategies.

Eric Fernandez is a financial advisor at Edward Jones in Flagstaff, AZ, holding a Series 66 designation with eight years of industry experience. He has worked at Edward Jones since 2017 and previously was involved with Symmetry Financial Group and volunteered with Run Flagstaff, assisting in the organization of local road races. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including managed account strategies and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Lori Fell is a financial advisor with Edward Jones in East Lansing, MI, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she owns a business focused on property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, tax-efficient services, and affiliated mutual funds.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.