Financial Advisors in PHOENIX-Ahwatukee

Phoenix-Ahwatukee, AZ

If you're looking for a financial advisor in the Phoenix area, we're here to help. Specializing in serving small business owners and female investors, we offer a full range of services including financial planning, tax and estate planning, and investment management to help you achieve your financial goals.

Financial Planning Phoenix Small


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

We are conveniently located on the southwest corner of Camelback Rd. and 32nd St. The office straddles the scenic neighborhood borders of Arcadia and The Biltmore. Our Phoenix 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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