Advisors at this firm
Mark G
Series 63, Series 65
Chandler, AZ
Sunstone Financial
Mark Godfrey is a financial advisor with Sunstone Financial in Chandler, AZ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Sunstone Financial Services since 2007 and previously at Next Financial Group Inc. Godfrey also serves as an expert witness on securities-related matters for various law firms. Sunstone Financial provides fee-based investment advisory services to individuals, trusts, estates, and charitable organizations, managing approximately $75 million across about 130 client accounts. The firm uses a tactical allocation approach focused on long-term holdings and risk reduction, primarily investing through American Funds mutual funds with selective use of ETFs and other securities.
Darius G
Series 63, Series 65
Chandler, AZ
Sunstone Financial
Darius Godfrey is a financial advisor at Sunstone Financial with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Next Financial Group, Charles Schwab & Co., and Calisi Financial, as well as several years in full-time education. Sunstone Financial provides fee-based investment advisory services to individuals, trusts, estates, and charitable organizations, managing about $75 million across roughly 130 client accounts. The firm employs a tactical allocation approach focused on long-term holdings and uses primarily American Funds mutual funds, with an operational model that centralizes custody and reporting within a single mutual fund complex.