Looking for a Certified Financial Planner in the Phoenix area?As a Certified Financial Planner™ (CFP®), Brian Frederick is expertly trained to address a wide range of wealth management issues including financial planning, investment planning, retirement planning, tax planning, and insurance analysis, and tax planning. Most of our clients live in the Scottsdale and Phoenix, Arizona areas but we’d be happy to serve you no matter where you live. We conduct meetings in person, over the phone, or online with virtual meeting technology. Contact us for a free initial consultation and learn how we can help. Learn about our financial planning services.
Learn about what makes us a unique financial advisory firm.