Scottsdale, AZUSA 85251
June 27, 2011
Using my expertise as a CERTIFIED FINANCIAL PLANNER™ professional and CPA, I am able to provide truly comprehensive guidance when assisting families with important financial decisions and goal setting.
CERTIFIED FINANCIAL PLANNER™ professional offering Wealth Management Services focusing on Retirement, Distribution Planning, Risk Management and Estate Planning for successful individuals, families and business owners. Securities and Financial Planning offered through LPL Financial. A Registered Investment Adviser. Member FINRA/SIPC.
I provide Wealth Management Services including comprehensive wealth management for successful families and business owners throughout Metropolitan Phoenix. Visit www.washofinancial.com for routine disclosures.
Excellent group of people who enjoy learning about each others businesses and are willing to share thoughts, ideas, marketing suggestions and friendship.