Menu

Not sure which advisor
is right for you?

Find and compare 2-3 vetted financial advisors
matched to your specific needs.

FINRA/SEC Registered Advisors

Your Information is Safe and Secure

Get Matched With Advisors

Top Rated Financial Advisors in Arizona

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Arizona is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Arizona with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Arizona near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jeffrey Biro

Family Wealth Advisors, LLC
CEP™ RFC®
Jeffrey Biro is a financial fiduciary at Family Wealth Advisors, LLC. Jeffrey Biro has been a Paladin Registry member since 2006 and serves clinets in Scottsdale, Arizona.

Jeffrey holds Certified Estate Planner , Registered Financial Consultant certifications and has over 36 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Alaska
    • Arizona
    • California
    • Colorado
    • Idaho
    • Indiana
    • Minnesota
    • New York
    • Texas
    • Utah
    • Washington
  • Investment Products for Commission: State List
    • Alaska
    • Arizona
    • California
    • Colorado
    • Idaho
    • Montana
    • Oregon
    • Texas
    • Washington
  • Insurance Products for Commission: State List
    • Arizona
    • California
    • Idaho

Additional Information:

Years of Experience:
36 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Legal Advice and Services
  • Wealth Management

    Name(s) of Custodian(s):

  • Pershing, LLC, A Subsidary of the Bank of New York Mellon Corporation

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jared Daniel

Wealth Guardian Group
CFP® CRPC® EA
Jared Daniel is a financial fiduciary at Wealth Guardian Group. Jared Daniel has been a Paladin Registry member since 2014 and serves clinets in Gilbert, Arizona.

Jared holds Certified Financial Planner , Chartered Retirement Planning Counselor , Enrolled Agent certifications and has over 14 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: Arizona
  • Insurance Products for Commission: Arizona

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Insurance Products)

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Legal Advice and Services
  • Wealth Management

    Name(s) of Custodian(s):

  • TradePMR
  • Pershing
  • Scottrade

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

David Daughtrey

Copperwynd Financial
Copperwynd Financial, a financial advisory firm, has been a Paladin Registry member since . Copperwynd Financial provides financial services to clients in the Scottsdale, Arizona.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • California
    • Colorado
    • Idaho
    • Nevada
    • Texas
    • Utah
  • Investment Products for Commission: State List
    • Arizona
    • California
    • Colorado
    • Idaho
    • Nevada
    • Texas
    • Utah
  • Insurance Products for Commission: State List
    • Arizona
    • California
    • Colorado
    • Idaho
    • Nevada
    • Texas
    • Utah

Additional Information:

Years of Experience:
19 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Insurance Products)

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • TD Ameritrade
  • Jefferson National
  • American Funds

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

David Daughtrey

Copperwynd Financial
David Daughtrey is a financial fiduciary at Copperwynd Financial. David Daughtrey has been a Paladin Registry member since 2017 and serves clinets in Scottsdale, Arizona.
David Daughtrey has 30 years of experience as Financial fiduciary.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • California
    • Colorado
    • Idaho
    • Nevada
    • Texas
    • Utah
  • Investment Products for Commission: State List
    • Arizona
    • California
    • Colorado
    • Idaho
    • Nevada
    • Texas
    • Utah

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Insurance Products)

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • TD Ameritrade
  • Jefferson National
  • American Funds

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Lynda Elley

Copperwynd Financial
Lynda Elley is a financial fiduciary at Copperwynd Financial. Lynda Elley has been a Paladin Registry member since 2017 and serves clinets in Scottsdale, Arizona.
Lynda Elley has 17 years of experience as Financial fiduciary.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • California
    • Colorado
    • Idaho
    • Nevada
    • Texas
    • Utah
  • Investment Products for Commission: State List
    • Arizona
    • California
    • Colorado
    • Idaho
    • Nevada
    • Texas
    • Utah

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Insurance Products)

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • TD Ameritrade
  • Jefferson National
  • American Funds

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Erick Newton

Copperwynd Financial
Erick Newton is a financial fiduciary at Copperwynd Financial. Erick Newton has been a Paladin Registry member since 2017 and serves clinets in Scottsdale, Arizona.
Erick Newton has 20 years of experience as Financial fiduciary.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • California
    • Colorado
    • Idaho
    • Nevada
    • Texas
    • Utah
  • Investment Products for Commission: State List
    • Arizona
    • California
    • Colorado
    • Idaho
    • Nevada
    • Texas
    • Utah

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Insurance Products)

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • TD Ameritrade
  • Jefferson National
  • American Funds

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Thanasi Panagiotakopoulos

LIFEMANAGED
BFA™ MSF
Thanasi Panagiotakopoulos is a financial fiduciary at LIFEMANAGED. Thanasi Panagiotakopoulos has been a Paladin Registry member since 2020 and serves clinets in Phoenix, Arizona.

Thanasi holds Behavioral Financial Advisor , Master of Science in Finance certifications and has over 12 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: Arizona

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Tax Advice and Services
  • Legal Advice and Services
  • Wealth Management

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jeremy Kisner

Jeremy Kisner
CFP® CLU®
Jeremy Kisner is a financial fiduciary at Jeremy Kisner . Jeremy Kisner has been a Paladin Registry member since 2020 and serves clinets in Phoenix, Arizona.

Jeremy holds Certified Financial Planner , Chartered Life Underwriter certifications and has over 17 years of experience.

Additional Information:

Years of Experience:
17 Years

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Scott Cadieux

Echelon Private Wealth Management, LLC
AIF® CFP®
Scott Cadieux is a financial fiduciary at Echelon Private Wealth Management, LLC. Scott Cadieux has been a Paladin Registry member since 2021 and serves clinets in Scottsdale, Arizona.

Scott holds Accredited Investment Fiduciary , Certified Financial Planner certifications and has over 23 years of experience.

Additional Information:

Years of Experience:
23 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • View More
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Estate Planning & Trusts

    Name(s) of Custodian(s):

  • Fidelity Investments
  • Charles Schwab

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Diron Tappin

Diron Tappin
Diron Tappin is a financial fiduciary at Diron Tappin . Diron Tappin has been a Paladin Registry member since 2021 and serves clinets in Phoenix, Arizona.

BASIC INFORMATION NEEDED FOR THE INQUIRY

No additional advisor available.

Top vetted financial advisors in Arizona by cities

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.

Get Matched With Advisors