CFP®-certified financial advisors in Yuma, AZ

John Rossitto is a CFP® and ChFC® with 39 years of experience in financial advisory. He has been with IHT Wealth Management LLC since 2018 and also maintains a long-term association with LPL Financial dating back to 2006. In addition to his advisory work, he serves as a teacher at Rock Christian Academy. IHT Wealth Management serves individual, corporate, and institutional clients by offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm’s investment approach integrates fundamental value screening and quantitative optimization, utilizing proprietary model portfolios and third-party managers tailored to clients’ objectives and risk tolerances.

Mai Luc is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He is also involved as an English editor for ButTre Magazine, a nonprofit Vietnamese cultural publication, where he occasionally writes and edits cultural articles. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm offers a broad range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Samantha Bordiuk is a financial advisor at Alo Financial Planning with a Series 65 designation and one year of industry experience. Prior to joining Alo Financial Planning, she served three years with Marine Corps Installations Pacific. Outside of finance, she is the owner and instructor of Patriot Pole Fitness LLC, a fitness instruction business. Alo Financial Planning serves individuals, high-net-worth clients, and employer-sponsored retirement plans with discretionary investment management and integrated financial planning. The firm employs a risk-based, primarily passive investment approach and offers educational seminars and workshops on investments and personal finance.

Marissa Waldron is a CFP® and Series 65 credentialed advisor with 11 years of industry experience. She has worked at Fisher Investments and Global Financial Private Capital, LLC before joining Carlson Financial, where she has been since 2017. Carlson Financial serves pre-retirees, retirees, and various individual and institutional clients by providing comprehensive financial planning and portfolio management. The firm uses a cash-flow-based planning process to guide discretionary investment strategies focused on equities and ETFs, with an independent insurance licensing structure for certain product recommendations.

Melissa Mayer is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been associated with multiple Cetera entities since 2002 and worked at First Allied Securities from 2002 to 2022. Outside of her advisory role, she is involved in direct marketing sales of cosmetics through an online platform called YOUNIQUE PRODUCTS. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a range of program structures and affiliated and third-party investment managers.

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.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.