Fee Only Financial Planner Tucson

Fee Only Financial Planner Tucson – In this episode, I interview our newest financial advisor, Linda Stratton. He is a Certified Financial Planner, Enrolled Broker and holds an MBA. We are very excited to have him join the AIO team.

Linda Stratton was born in Fitchburg, MA. He is the eldest of 5 children. When he was young, he moved with his family from Fitchburg to New England and later to New Jersey – where he grew up and graduated from high school. He enjoyed attending baseball games with his father and class trips to New York. But he always missed New England and wanted to go to college there.

Fee Only Financial Planner Tucson

Fee Only Financial Planner Tucson

Linda decided to go to college in Providence, RI, and Brown – She never returned to New Jersey.

Success Team — Bluesky Wealth Advisors

After graduating from Brown, he decided to travel around Europe and visit Israel with one of his college friends. Later, he returned home in 81 – and decided to come to Arizona at that time because he read that it was a “boom state.” At that time, she decided that the desert was too hot for her and moved to Flagstaff – where she and her husband got engaged and decided to stay for a while.

Linda met her husband in Flagstaff when she signed up to play in a women’s basketball league and Wesley was the coach. During his time there, he also worked at NAU teaching economics and finance.

When her husband was transferred to Tucson, she was with him. It was a great change of scenery for him and a great opportunity to do something different. While moving, he took tax training while figuring out what to do with his time. There he decided to become a freelance financial planner and registered agent. She received her CFP and worked as a Paraplanner and cost-effective planner. In the end, he decided that he always wanted to own his own business and became independent.

Linda enjoys working with people. He is grateful to have been able to work personally with good, caring clients. His clients are a little older, older clients, and his priority is to give them security when it comes to planning for their future. He has a strong passion for helping people and enhancing his relationships with clients. He strives to help clients live the life they want to live and prepare them for it. Over the years, as he has seen change all over the world, he feels that he has been a strong and consistent force in helping his clients through all kinds of external and internal changes.

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Outside of the financial world, Linda enjoys spending her time golfing in Tucson. He also rides a lot and has been part of the Tour of Tucson several times. He likes to go hiking when the weather cools down a bit. Overall, he likes the diversity of the Sonoran Desert. Convenience: Our comparison system is free and easy to use, it takes less than 5 minutes to complete your application.

Privacy: Your privacy is important to us. Your information will only be shared with advisors who match you.

A former advisor put our money in a cookie-cutter investment plan and we wanted to find other options…

Fee Only Financial Planner Tucson

If you call Tucson, Arizona home, you know you live in one of the 10 sunniest cities in America. The cost of living in Tucson is 8% lower than the national average. An experienced financial advisor in Tucson can help you take advantage of additional savings, from lower cost of living and other Arizona-specific financial benefits to planning and investing that’s right for you and your family. With over 600 advisors in Tucson to choose from, it can be difficult to decide which advisor is right for you, which is why we’re here to help.

Ohio Fee Only Financial Advisors

We have been in business for the past 2 decades and continue to update and maintain a solid track record of trusted, accomplished advisors who meet our exacting standards. You need a financial advisor who will understand your specific financial situation and has the right financial education in Tucson, Arizona.

Tucson has 4 verified planners and consultants to choose from and 136 unscreened consultants in your area. These financial advisors in Tucson, Arizona have an average of 20 years of experience.

NOTE: The list of financial advisors in Tucson, Arizona mentioned below does not include all advisors in our network due to their listing restrictions. The most balanced advisors can be found when you use our free comparison service to compare financial advisors near you in Tucson, Arizona.

Michelle Anthony AIF® MODERN WEALTH MANAGEMENT 1640 East River Road, Suite 208, Tucson, AZ 85718 18 $450,000,000 Unspecified Fee

Tci Wealth Advisors

Blake Davelaar CFP® ALLWORTH FINANCIAL 6450 N Swan Road, Suite 100, Tucson, AZ 85718 Not disclosed Not specified Not specified Not specified Not specified.

Michael Treiberg CFP®, ChFC® TREIBERG WEALTH MANAGEMENT, INC. 3573 E Sunrise Drive, Suite 115, Tucson, AZ 85718 22 Not Specified Fee $250,000.00

James Good BGK Capital Inquire with James» Sifa CRD# 6612231 Firm CRD# 306827 Series 65 Indemnity/Commission Fee Only, Asset Based Office Location 3060 N Swan Rd, Tucson, AZ 85712 Phone # 520-640

Fee Only Financial Planner Tucson

Mr. Good is the Managing Director and Chief Investment Officer at BGK Capital. Prior to founding the firm, he held senior investment positions at some of the world’s largest asset managers. Before moving to Tucson, Mr. Effective portfolio manager at Cascade Investment/BMGI (Bill Gates’ investment office and foundation). In that role, he invested in private debt, private equity, international bonds and real estate. Prior to joining Cascade Investment/BMGI, he was a Vice President at Wellington Management (a Boston firm with over $1 trillion under management). While in Wellington, Mr. Good in small and mid cap stocks, leveraged loans and high yield bonds. He began his investment career as an analyst at Ford Motor Company. Mr. Good has held leadership positions in various businesses and non-profit organizations, including on the board of The Four Seasons Hotels and Resorts. He graduated with honors from Brigham Young University and an MBA from Harvard Business School. About BGK Capital BGK Capital was established to provide institutional investment management services to our clients. Our mission is to maximize long-term risk-adjusted returns and be a single source for clients’ investment management needs. Our philosophy aims to invest in attractive financial markets around the world, protect the portfolio against large losses and prevent commissions for clients. Advisory Services Offered: Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Asset Management, Financial Management, Risk Management, Education Funding and Planning, Financial Consulting and Consulting, Personal Finance Planning, Planning of Business, Investment Consulting and Management, Tax Consulting. and Services, Estate Planning and Securities

Tci Wealth Advisors, Inc.

Michelle Anthony , AIF® Modern Wealth Management Ask Michelle» Properties CRD# 4512228 Firm CRD# 30833 Series 7, 31, 66 Fee-Based Compensation/Commission, Commission, Fixed Fee, Asset-Based Office Location 1640 East River Road, East River Road 20 Tucson, AZ 85718 Phone 520-298-1900

Michelle is the owner and president of Modern Wealth Management. She is a Chartered Investment Advisor (AIF®) and financial advisor with over 19 years of industry experience, including experience at top Fortune 500 companies. Michelle specializes in comprehensive financial planning. He takes time to listen and understand the needs of his customers. He also adds educational elements to ensure all his customers make the right decisions. Michelle is also passionate about financial literacy. She has spent the past seven years developing and teaching adult education classes. These classes are designed to empower people to take control of their financial future. Born and raised in Tucson, Michelle is part of a Tucson lineage that dates back to 1880. She was a 2nd generation attendee at Salpointe Catholic High School. He attended the University of Arizona, Eller College of Management where he earned a Masters in Finance and a Bachelors in Finance. Although finance is her passion, Michelle thrives in her philanthropic interests throughout Tucson. He was a 2014 National Philanthropy Honoree and in 2015, a 40 Under 40 Honoree. He is an active member of non-profit organizations, including cooking meals at the Ronald McDonald House, the Tucson Youth League, and the Diaper Bank of Southern Arizona. He is a former Chairman of the Diaper Bank of Southern Arizona, on the Board of Directors of Casa de los Ninos and the Banner Advisory Board. About Modern Wealth Management At our company, we have the client and the client only in mind. Our goal is to know and understand the customer’s needs, wishes and long-term goals. We want to help clients develop, implement and monitor strategies designed to meet their individual needs. We understand the challenges that families face today and the uniqueness of each situation. From debt management, to saving for college, to retirement; these personal financial challenges can be overwhelming. Ours

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