Top financial advisors in Phoenix, 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 to retire in Phoenix, AZ, or nearby, you likely want to make the most of the area's low property taxes and vibrant 55+ communities. A common mistake is underestimating how local tax rules and community options affect your retirement income and lifestyle.
- Local tax impact. Ask how they factor Arizona's property tax rates into your retirement budget and long-term plans.
- Community fit. Confirm they understand the nuances of 55+ communities and can align your housing choices with your financial goals.
- Income sequencing. See if they plan withdrawals to optimize tax efficiency given Arizona's tax environment.
- Experience level. Inquire about their years working with retirees in Phoenix to ensure familiarity with local market conditions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Brandon E
Series 63, Series 66
Phoenix, AZ
LPL Financial
Brandon Echeverria's 22 years of experience in Phoenix, AZ, and his expertise in wealth management and retirement plans for business owners make him well-equipped to address local retirement needs, including tax-loss harvesting strategies. Operating within LPL Financial, a large firm offering flat-fee financial planning, he serves a diverse clientele, which may provide broader insights compared to advisors focused solely on individual investors or smaller firms.
Experience: 23 years
Avg account: $399,489
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Santino P
Series 63
Phoenix, AZ
Primerica Advisors
Santino Pino's 12 years of experience in Phoenix, AZ, and expertise in income planning and tax-loss harvesting make him well-suited to address retirement needs in the local tax environment. Working with Primerica Advisors, a large firm offering discretionary asset management and a tiered wrap-fee structure, he provides access to curated third-party managers, differentiating him from advisors with smaller firm resources.
Experience: 12 years
Avg account: $228,117
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Christopher A
Series 66
Phoenix, AZ
J.P. Morgan Securities
Christopher Armenta's role at J.P. Morgan Securities in Phoenix equips him to address retirement planning with a focus on wealth management, supported by his Series 66 designation and three years of industry experience. His affiliation with a large firm offering institutional consulting and customized performance reporting distinguishes him from advisors at smaller firms, potentially benefiting clients seeking comprehensive asset allocation advice and investment management services.
Experience: 3 years
Avg account: $318,381
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Dannett G
Series 63, Series 65
Phoenix, AZ
Cambridge Investment Research Advisors
Dannett Gardiner's 13 years of experience and expertise in retirement income strategy and annuities make her well-suited to address Phoenix retirees' needs, including local tax considerations and income sequencing. Affiliated with Cambridge Investment Research Advisors, a large firm offering flat-fee options and diverse account platforms, she also brings CPA credentials that enhance her tax-focused retirement planning approach.
Experience: 13 years
Avg account: $378,281
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Jake M
Series 66
Phoenix, AZ
Capital Analysts
Jake Marty offers expertise in tax-loss harvesting and active portfolio management, which can help optimize retirement income in Phoenix's tax environment. Working at Capital Analysts, a large firm managing $8.9 billion in assets, he serves a diverse client base and charges a competitive 0.15% AUM fee or $200 minimum annually, distinguishing him from advisors at smaller firms or with different fee structures.
Experience: 8 years
Avg account: $540,083
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