Financial Life Planners

Cynthia Fick is a financial advisor at Financial Life Planners with 22 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Financial Life Planners since 2003. Outside of her advisory role, she is an author and trainer for The Sisterhood of Money, a financial education program. Financial Life Planners serves individuals, families, trusts, estates, corporations, and qualified retirement plans with ongoing investment management and financial planning. The firm uses a tactical, actively monitored approach combining fundamental and technical analysis, focusing on tax efficiency and asset location.

Kelsey White is a financial advisor at Financial Life Planners with a Series 65 designation and two years of experience at the firm. Prior to joining Financial Life Planners, she worked in veterinary-related roles, including positions at VCA Areca and 1st Pet Veterinary Center. Financial Life Planners provides investment management and financial planning services to individuals, families, trusts, estates, corporations, and qualified retirement plans. The firm employs a tactical and actively monitored investment approach that incorporates fundamental and technical analysis within an asset-allocation framework.

William Fick is a Series 65-licensed advisor at Financial Life Planners in Tempe, AZ, with one year of industry experience. Prior to joining Financial Life Planners, he held positions at Lowes Home Improvement and various other organizations. He is also involved in insurance sales through Financial Life Planners Insurance Services, LLC. Financial Life Planners serves individuals, families, trusts, estates, corporations, and qualified retirement plans, providing investment management and financial planning. The firm uses a tactical and actively monitored investment approach, combining fundamental and technical analysis within an asset-allocation framework.

Gina Wight is a financial advisor at Financial Life Planners with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and various insurance carriers before joining her current firm in 2020. Wight is also an active insurance producer based in Scottsdale, AZ. Financial Life Planners serves individuals, families, trusts, estates, corporations, and qualified retirement plans, providing investment management and financial planning through a tactical, actively monitored approach that emphasizes tax efficiency and asset location. The firm uses a combination of fundamental and technical analysis and employs third-party platforms for comprehensive portfolio management.