Dynamic Financial Planning

Your wealth has gotten more complex than the way it’s being managed. Equity in one place, accounts in another, an advisor for this and an attorney for that. Everyone handles their piece. No one is looking at the whole. Most people in that position are doing everything right and still feel like the pieces aren’t adding up. Not because they’re failing. Because the decisions were never coordinated. I’m Anthony, a CFP®, a dad of three, and the founder of Dynamic Financial Planning, based in Scottsdale, AZ and serving clients nationwide. Before starting the firm, I spent 10 years at Northern Trust and a Beverly Hills family office working with ultra-high-net-worth families. I built the firm around one belief: building meaningful wealth isn’t about making more. It’s about making everything work together to support the life you want. That means coordinating your equity compensation and tax strategy, investing for long-term growth, and getting advice aligned with your best interests, not driven by product sales. I work with: Tech professionals navigating RSUs, ISOs, ESPPs, and concentrated stock. People receiving an inheritance or liquidity event who want the first decisions made right. Families planning how wealth passes to the next generation, from gifting and education funding to trusts and estate coordination. Anyone working with multiple advisors who wants one person coordinating the whole picture, without being forced to consolidate. Fee-only. Fiduciary. No commissions. No conflicts. Book a complimentary 30-minute call: dynamic-fp.com/schedule Virtual planning nationwide: New York San Francisco Los Angeles Santa Monica San Diego Las Vegas Austin Houston Dallas Miami Chicago Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming In-person planning: Scottsdale Phoenix Gilbert Chandler Mesa Cave Creek Peoria Glendale Office: 20715 N Pima Rd, Suite 108, Scottsdale, AZ 85255