Financial Advisors in Chandler, Arizona

Chandler, AZ

If you're looking for a financial advisor in the East Valley area, we specialize in working with retirees and pre-retirees from local corporate firms.

Financial Planning Phoenix Small


William Yalam
Client Relationship Associate

Linda Ginder, CFP®, EA, CDFA®
Manager, Financial Planning

Mineko C. Murai
Client Relationship Manager

Jared Lopez, CFA
Portfolio Manager

Contact Our Chandler Financial Advisors

We are conveniently located at the Chandler Falls office building near loop 202 at the northwest corner of Price and Willis, neighboring the Northrop Grumman campus and Marriott Chandler. Our Chandler office invites you to visit and meet our financial advisors to see what our full-service team can provide.


You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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