Financial Advisors in PHOENIX-Ahwatukee

Phoenix-Ahwatukee, AZ

The EP Wealth team in our Ahwatukee office offers comprehensive planning services  aimed at creating financial security and prosperity for individuals and business owners in the Phoenix area. Our advisors combine years of experience with up-to-date analytics to help you chart a path towards your financial objectives, whether you're preparing for retirement, or looking to transfer wealth efficiently to the next generation. Contact us today to start building your financial future.

Financial Planning Phoenix Small

CLIENT SUPPORT TEAM

Mineko C. Murai
Client Relationship Manager

William Yalam
Client Relationship Associate

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

Jared Lopez, CFA
Portfolio Manager

Contact Our Phoenix – Ahwatukee Financial Advisors

 Our Phoenix-Ahwatukee office invites you to visit and meet our financial advisors to see what our full-service team can provide.

WE KEEP YOU INFORMED

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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