Tucson, AZ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$150,550,578
ClientsTotal clients
392
AdvisorsAdvisors at this office
2
Of 21 advisors across 14 offices
Location
Tucson AZ
Advisors at this office
2
Advisors at this office
Mandi H
Series 65
Tucson, AZ
CSP Financial Group LLC
Mandi Hering is a financial advisor at CSP Financial Group LLC in Tucson, AZ, holding a Series 65 designation with four years of industry experience. Her prior experience includes working with Kinghorn Financial, LLC and Kinghorn Law | Financial, along with a long tenure at Amphitheater Schools. She is also a United Healthcare Medicare Advantage Plans agent. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring based on Modern Portfolio Theory and incorporates third-party managers like Matson Money in its investment approach.
James A
Series 65
Tucson, AZ
CSP Financial Group LLC
James Anderson IV is a financial advisor with CSP Financial Group LLC in Tucson, AZ, holding a Series 65 credential and five years of industry experience. His work history includes roles outside finance such as involvement with Bondurant Racing School and El Rio Golf Course. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and businesses. The firm emphasizes portfolio construction based on Modern Portfolio Theory, utilizes third-party managers like Matson Money, and offers services including donor-advised account support and held-away workplace account management.
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