Top financial advisors in Gilbert, AZ
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're planning for retirement in Gilbert, AZ, you might be considering how to make the most of your savings while enjoying the area's favorable tax environment and active 55+ communities. A common mistake is underestimating how local property taxes and community resources can impact your retirement income and lifestyle.
- Local tax impact. Ask how they factor Gilbert's relatively low property taxes into your retirement cash flow projections.
- Community fit. Confirm they understand the amenities and services in 55+ communities that might affect your living expenses and quality of life.
- Income sequencing. Inquire about their approach to drawing down different income sources to optimize tax efficiency in Arizona.
- Experience with retirees. Look for advisors who have guided clients through retirement transitions specific to Gilbert's market and lifestyle.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Nicholas L
CFP®, Series 65
Gilbert, AZ
Kingdom Wealth Advisers
Nicholas Lombardozzi is a CFP® professional in Gilbert, AZ, with six years of experience and expertise in passive/index investing, real estate, and annuities, which can support retirement planning in the local tax and community context. His firm uses a Modern Portfolio Theory approach with flat-fee financial planning, serving individual and high-net-worth clients, distinguishing him from advisors with different fee structures or investment styles.
Experience: 6 years
Avg account: $339,741
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Jason J
Series 66
Gilbert, AZ
OSAIC
Jason Jensen's 18 years of experience and Series 66 designation equip him to address retirement planning in Gilbert, AZ, including considerations like annuities and local tax impacts. Operating within Osaic Wealth Inc., a large firm offering flat-fee structures and diverse services such as retirement plan consulting and lending solutions, he provides access to extensive resources that may benefit retirees seeking comprehensive support.
Experience: 18 years
Avg account: $398,336
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Nicholas H
Series 65
Gilbert, AZ
Clear Skies Financial
Nicholas Harris offers retirement income strategy and general retirement planning in Gilbert, AZ, with a flat-fee structure ranging from $1,000 to $2,000, which may suit clients seeking transparent costs. His firm, Clear Skies Financial, combines fundamental and technical analysis and serves both individual and high-net-worth clients, differentiating him from advisors with purely traditional approaches or different fee models.
Experience: 0 years
Avg account: $521,739
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Ryan D
Series 63, Series 66
Gilbert, AZ
United Advisor Group
Ryan Droeg's 21 years of experience and Series 63 and 66 licenses equip him to address retirement planning in Gilbert, AZ, with a focus on annuities and insurance products. Operating independently at United Advisor Group, he offers flexible fee structures and serves diverse clients, including trusts and charities, using a mix of proprietary and third-party investment strategies, which may provide broader options compared to other local advisors.
Experience: 21 years
Avg account: $214,453
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Robert W
Series 63, Series 66
Gilbert, AZ
W Wealth Advisors
Robert Wojcik in Gilbert, AZ, specializes in general retirement planning and retirement plans for business owners, supported by 14 years of experience and Series 63 and 66 licenses. His firm, W Wealth Advisors, offers a fee-only structure with a 1.75% AUM fee and hourly rates, using a customized investment approach blending active and passive strategies, which may appeal to clients seeking tailored portfolio management and financial planning.
Experience: 15 years
Avg account: $177,237
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