Life Planning Advisors LLC

Timothy Van Houten is a financial advisor with Life Planning Advisors LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at several firms, including J.W. Cole Advisors, Inc. and Global Financial Private Capital, and has served as president of Sonoran Wealth Systems since 2005. Life Planning Advisors provides asset management, financial planning, and estate, tax, and risk-management planning services to individual and high-net-worth clients, as well as business entities. The firm emphasizes non-discretionary management with diversified, low-cost, tax-efficient portfolios and offers referrals to third-party portfolio managers.

Todd Tessler is a financial advisor at Life Planning Advisors LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mutual Securities, Inc. from 2015 to 2021 before joining Life Planning Advisors in 2013. Outside of his advisory role, he manages a collectibles company focused on car and antique auto collections. Life Planning Advisors provides asset management, financial planning, estate, tax, and risk-management planning services primarily to individual and high-net-worth clients, as well as business entities. The firm develops model Investment Policy Statements for clients and implements diversified, low-cost, tax-efficient portfolios using passive mutual funds and ETFs, typically operating in a non-discretionary capacity with referrals to third-party managers.

Jeffrey Goldman is a CFP® professional with 23 years of industry experience, currently serving at Life Planning Advisors LLC since 2009. He is also president of LPA Insurance Services, an insurance agency he has operated since 2001. Life Planning Advisors provides financial planning and asset management services to individual, high-net-worth, and business clients, focusing on diversified, low-cost, tax-efficient portfolios managed primarily on a non-discretionary basis. The firm emphasizes customized Investment Policy Statements and refers clients to third-party portfolio managers after conducting due diligence and ongoing reviews.

Christian Price is a financial advisor with Life Planning Advisors LLC in Maricopa, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at National Planning Corporation for 13 years before joining Life Planning Advisors and Woodbury Financial Services in 2017. Outside of finance, he owns Odyssey Jewelers, a part-time private jewelry sales business. Life Planning Advisors serves individual, high-net-worth, and business clients by providing asset management, financial planning, and specialized estate, tax, and risk-management services. The firm focuses on non-discretionary management with diversified, low-cost, tax-efficient portfolios, and offers referrals to third-party portfolio managers.

Mark Baksic is a financial advisor with Life Planning Advisors LLC in Garden Grove, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at Life Planning Advisors since 2024 and concurrently at Western International Securities, Inc. and The Precision Companies, where he serves as president. His other business activities include acting as an agent for accident and health, life, and variable insurance. Life Planning Advisors provides asset management, financial planning, estate, tax, and risk-management services primarily to individual and high-net-worth clients, as well as business entities. The firm emphasizes non-discretionary portfolio management using diversified, tax-efficient passive funds and ETFs, and refers clients to third-party managers for discretionary trading.