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Find Retirement Planners for Retirement Planning in Phoenix, Arizona

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

List of Qualified Retirement Planners in Phoenix, Arizona

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Diron Tappin

TCP Asset Management

11130 N. Tatum Blvd
Suite I-101

Phoenix,AZ 85028

480-824-8444

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Jeffrey Wilcock

Seros Financial

2141 E. Broadway Rd.
Suite 220

Tempe,AZ 85282

480-967-1155

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Jason Smith

Berthel Fisher Financial Services, Inc. and BFC Planning Inc

64 E Broadway Rd.
Ste. 200

Tempe,AZ 85282

623-203-7003

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Andrew Rafal

Bayntree Wealth Advisors

7001 N. Scottsdale Road
Suite 2055

Scottsdale,AZ 85253

480-494-2750

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Dave Stanfield

Evergreen Wealth Management

7047 E Greenway Pkwy
Suite 250

Scottsdale,AZ 85254

206-235-6025

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Jason M Buchanan

Ashton Thomas Private Wealth

15279 N Scottsdale RD
Suite B2-215

Scottsdale,AZ 85254

602-732-4745

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Aaron C. Montez

Validus Financial Associates

8877 West Union Hills Drive Suite 540

Peoria,AZ 85382

623-825-1020

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Bruce Hosler

Hosler Wealth Management

7400 E Pinnacle Peak Rd
Suite #100

Scottsdale,AZ 85255

480-994-7342

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Ryan Kidd

Validus Financial Associates

8502 E. Princess Dr. #230

Scottsdale,AZ 85255

623-825-1020

List of Additional Retirement Planners in Phoenix, Arizona*

* Additional advisor listing is provided in partnership with Yext

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Edward Jones - Financial Advisor: Aaron J Martin, AAMS"

2302 N Central Ave
Suite 1

Phoenix, AZ 85004
602-265-6821

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Anderson Team Financial

4600 E. Shea Boulevard
#203

Phoenix, AZ 85028
602-508-8707

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Nicholas Cipriano - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5752

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Paul A Koch - Ameriprise Financial Services, LLC

2398 E Camelback Rd
Ste 550

Phoenix, AZ 85016
623-687-2610

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Goosehead Insurance - Joel Reikes

23025 N 15th Avenue
Suite 202

Phoenix, AZ 85027
480-535-1540

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The Martin Group - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5105

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Eric Franz, CEPA - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5146

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Bahbah Sobers Wealth Management - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5189

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CSI Financial Group FMO

11225 N. 28th Drive
Suite C100

Phoenix, AZ 85029
888-316-6040

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Carlos D. Ruiz Pacheco

408-500-5159

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Thaxton Peterson - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5725

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Luis Antonio Ayala Resendiz

10000 N. 31st Ave
Suite C316

Phoenix, AZ 85051
408-500-5159

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Lance P Eaton - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5746

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Hynes Benefits Financial Services

2999 North 44th Street
Suite 325

Phoenix, AZ 85018
602-952-0371

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Preferred Financial Group, LLC

1202 E. Maryland Ave.
Ste. 1J

Phoenix, AZ 85014
602-494-0020

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STF Wealth Management

2601 East Thomas Road
Suite 135

Phoenix, AZ 85016
602-396-7840

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Kyle Backus - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5738

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Westmark Wealth Management

5050 North 40th Street
Suite 140

Phoenix, AZ 85018
602-714-1950

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Elizabeth Dobre

10000 N. 31st Ave
Suite C316

Phoenix, AZ 85051
408-500-5159

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Sheri Martin - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5105

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Edward Jones - Financial Advisor: Michelle R Selsor, AAMS"

10880 N 32nd Street
Suite 9

Phoenix, AZ 85028
602-867-2198

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Emily Stead

1702 East Highland Avenue
Suite 204

Phoenix, AZ 85016
480-881-2308

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Heather Pospisil - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5780

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Wayne D Kandas - Ameriprise Financial Services, LLC

2398 E Camelback Rd
Ste 550

Phoenix, AZ 85016
480-922-4215

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Maxwell Drexler - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5762

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Rosen Investment Advisors

4646 East Van Buren Street
Suite 190

Phoenix, AZ 85008
602-222-5757

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Symphony Financial Services

15022 S 40th Pl

Phoenix, AZ 85044
480-209-6420

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CC Asset Management

3101 N Central Ave
Ste 730

Phoenix, AZ 85012
602-234-3122

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Ryan Freberg - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5186

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Rosevest Financial

7220 North 16th Street
Suite C

Phoenix, AZ 85020
480-951-5300

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Renaissance Financial

2730 E Camelback Rd
Suite 250

Phoenix, AZ 85016
623-282-9400

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Capital Choice

11022 North 28th Drive
Suite 170

Phoenix, AZ 85029
602-396-2741

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Cetera Investors - Kevin Hofberger

1702 East Highland Avenue
Suite 204

Phoenix, AZ 85016
602-841-2627

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Trucker's Retirement Plan, Inc

18444 North 25Th Avenue, STE 420

Phoenix, AZ 85023
877-421-0004

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Renee Hanson - Ameriprise Financial Services, LLC

7010 E Chauncey Ln
Ste 200

Phoenix, AZ 85054
602-923-9800

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Financial Life Planners

10429 South 51st Street
Suite 220

Phoenix, AZ 85044
480-477-8530

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Cetera Investors - Stead Julian

1702 E Highland Avenue
#204

Phoenix, AZ 85016
602-841-2627

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FocalPoint Wealth Management

20860 North Tatum Boulevard
Suite 195

Phoenix, AZ 85050
480-771-7526

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Smith Wealth Management Group - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5166

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Blake Rorbach - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5128

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OneAZ Wealth Management

2355 West Pinnacle Peak Road

Phoenix, AZ 85027
877-566-0517

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Geri Mette - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5717

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Philip L Morton - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5741

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Scott Murray - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5143

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CardConnect Paradise

2929 N 44th St
Ste 220

Phoenix, AZ 85018
480-289-6300

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Chad Stauffacher - Ameriprise Financial Services, LLC

4040 E Camelback Rd
Ste 212

Phoenix, AZ 85018
480-927-3639

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Allstate Personal Financial Representative: Mark Markham

34225 N 27th Dr
Ste 108

Phoenix, AZ 85085
480-946-6543

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Peter Y. Choy, AIF, CRPC, CRPS - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5121

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Michael Choy - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5157

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Allstate Personal Financial Representative: LaToiya Hood

3508 N 7th St
Ste 115

Phoenix, AZ 85014
602-435-2694

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Tim Bryan - Ameriprise Financial Services, LLC

2398 E Camelback Rd
Ste 550

Phoenix, AZ 85016
480-922-4290

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Arizona Private Wealth - Ameriprise Financial Services, LLC

4040 E Camelback Rd
Ste 212

Phoenix, AZ 85018
480-927-3639

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Jon Gabrielson, CIMA, PMP - UBS Financial Services Inc.

2575 E. Camelback Rd.
Suite 900

Phoenix, AZ 85016
602-957-5135

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Affinity Wealth Advisory Group - Ameriprise Financial Services, LLC

7010 E Chauncey Ln
Ste 200

Phoenix, AZ 85054
602-923-9800

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Marshall J Campbell - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5792

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Morgan Stanley Financial Advisors

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-7766

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Tom Levin - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5743

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Prominent Peak Wealth Management

Two North Central Avenue
Suite 1800

Phoenix, AZ 85004
480-248-3539

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Edward Jones - Financial Advisor: Jamie Fort, CFP®

3134 W Carefree Hwy
Suite 12

Phoenix, AZ 85086
623-580-3956

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Darren Desmond, CFP - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5184

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Aaron M Thomas - Ameriprise Financial Services, LLC

2415 E Camelback Rd
Ste 700

Phoenix, AZ 85016
602-553-1076

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Allstate Personal Financial Representative: Jamie Arkin

15440 N 7th St
Ste 8

Phoenix, AZ 85022
623-288-4785

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Tyson Tibshraeny - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5155

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Stifel | Dale Lewis

2801 East Camelback Road
Suite 300

Phoenix, AZ 85016
602-952-2500

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Brandon Rose - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5727

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Aishwarya Adyanthaya - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5728

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Edward Roberts - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5709

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Rebeca G Camargo

7310 N 16th St
Suite 190

Phoenix, AZ 85020
408-449-3773

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Spectrum Group - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5720

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Jeremy Kitamura - Ameriprise Financial Services, LLC

4040 E Camelback Rd
Ste 212

Phoenix, AZ 85018
480-927-3641

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Chris L Mette - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5796

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David Ambrose Pozniak - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5151

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Michael Doubleday - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-667-8115

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James F Tighe - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5711

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Javier Hernandez

520-795-6323

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The Gustafson Group - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-667-8146

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Lester Mayes, Jr. - UBS Financial Services Inc.

2555 E. Camelback Rd.
Suite 600

Phoenix, AZ 85016
602-957-5167

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Paul Murray - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5138

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Michael Keahon - Ameriprise Financial Services, LLC

4040 E Camelback Rd
Ste 212

Phoenix, AZ 85018
480-927-3642

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Insight Partners Wealth Management - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-667-8102

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Justin Low - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5134

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William Sobers, CRPS - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-667-8113

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Edward Jones - Financial Advisor: Richard M Ross

4040 E Camelback Rd
Suite 200

Phoenix, AZ 85018
602-955-7654

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Edward Jones - Financial Advisor: Julie Gunn, AAMS"

2030 W Baseline Road
Suite 178

Phoenix, AZ 85041
602-268-7622

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Chris Kandas - Ameriprise Financial Services, LLC

2398 E Camelback Rd
Ste 550

Phoenix, AZ 85016
480-922-4215

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Phoenix Wealth Management - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-667-8149

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Kevin Golden - Ameriprise Financial Services, LLC

4040 E Camelback Rd
Ste 212

Phoenix, AZ 85018
480-927-3640

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Eric Fairbanks - Ameriprise Financial Services, LLC

18325 N Allied Way
Ste 125

Phoenix, AZ 85054
480-905-0528

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Louis J Gatchell - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5719

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Nicholas R Hasselkus - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5784

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Paul Malin - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5756

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Daniel E Marting - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5742

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Brian S Kordansky - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5770

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Paul Siegel - Ameriprise Financial Services, LLC

2398 E Camelback Rd
Ste 550

Phoenix, AZ 85016
480-922-4212

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Kandas Financial Group - Ameriprise Financial Services, LLC

2398 E Camelback Rd
Ste 550

Phoenix, AZ 85016
480-922-4215

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William J Spieker - Ameriprise Financial Services, LLC

18325 N Allied Way
Ste 125

Phoenix, AZ 85054
480-307-6008

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Edward Jones - Financial Advisor: Janet Sanders

1334 E Chandler Blvd
Suite 4

Phoenix, AZ 85048
480-283-0874

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Edward Jones - Financial Advisor: Kristin M Spackeen, AAMS"

4025 E Chandler Blvd
Ste 32

Phoenix, AZ 85048
480-706-0134

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Edward Jones - Financial Advisor: Dave Bealer

1334 E Chandler Blvd
Suite 4

Phoenix, AZ 85048
480-283-0874

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Edward Jones - Financial Advisor: Theresa McKibbin

4910 E Ray Rd
Suite 23

Phoenix, AZ 85044
480-785-4751

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Edward Jones - Financial Advisor: Stacia Weinstein, AAMS"

2030 W Baseline Road
Suite 178

Phoenix, AZ 85041
602-268-7622

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Edward Jones - Financial Advisor: Julie Lalwani, CFP®|CRPC"|CRPS"

706 E Bell Rd
Suite 211

Phoenix, AZ 85022
602-942-0442

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Edward Jones - Financial Advisor: David W Carruth, CFP®|ChFC®|AAMS"

15425 S 40th Place
Suite 2

Phoenix, AZ 85044
480-706-5505

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Edward Jones - Financial Advisor: Tracy G Milanese, AAMS"|CRPS"

6868 N 7th Ave
Suite 103

Phoenix, AZ 85013
602-265-3437

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Edward Jones - Financial Advisor: Joe Levy, CEPA®|CRPS"

4731 E Union Hills Dr
Ste 116

Phoenix, AZ 85050
602-923-0458

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Edward Jones - Financial Advisor: Thomas J Doody, AAMS"|CRPC"|CRPS"

5415 E High St
Suite 430

Phoenix, AZ 85054
480-473-4614

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Edward Jones - Financial Advisor: James Van Pelt

34406 N 27th Dr
Bldg 7

Phoenix, AZ 85085
623-869-7600

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Edward Jones - Financial Advisor: Michael S Marinos

3003 N Central Ave
Suite 620

Phoenix, AZ 85012
602-279-5145

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Edward Jones - Financial Advisor: Mike Locher, AAMS"

11811 N Tatum Blvd
Suite 1025

Phoenix, AZ 85028
602-494-9779

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Edward Jones - Financial Advisor: Josh Symons

16725 S Desert Foothills Pkwy
Suite 104

Phoenix, AZ 85048
480-460-1149

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Edward Jones - Financial Advisor: Nicholas Goode

3233 E Chandler Blvd
Suite 16

Phoenix, AZ 85048
480-759-1324

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Edward Jones - Financial Advisor: Mary E Celle, AAMS"|CRPS"

4440 N 36th St
Ste 105

Phoenix, AZ 85018
602-840-3082

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Edward Jones - Financial Advisor: Brandon Willard

25155 N 67th Ave
Suite 140

Phoenix, AZ 85083
623-572-0280

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Edward Jones - Financial Advisor: Joyce T Barden

11209 N Tatum Blvd
Ste 110

Phoenix, AZ 85028
602-866-6309

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Edward Jones - Financial Advisor: Carolyn M Berenger, AAMS"|CRPS"

2005 W Happy Valley Rd
Ste 145

Phoenix, AZ 85085
623-516-7755

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Stephen R. Garcia - New York Life

2355 E Camelback Road
Suite 750

Phoenix, AZ 85016
602-679-6878

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Edward Jones - Financial Advisor: Spencer Campman, AAMS"|CRPC"

2302 N Central Ave
Suite 1

Phoenix, AZ 85004
602-265-6821

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Foothills Wealth Management - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5145

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Fann Wealth Management - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5195

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Jonathon Paul - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5729

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Edward Jones - Financial Advisor: David Oster

4505 E Chandler Blvd
Ste 235

Phoenix, AZ 85048
480-961-6007

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Edward Jones - Financial Advisor: Tyler Leuning, AAMS"

10631 S 51st St
Suite 7

Phoenix, AZ 85044
480-496-8300

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Edward Jones - Financial Advisor: Andrew L Klein, CFP®

4505 E Chandler Blvd
Ste 235

Phoenix, AZ 85048
480-961-6007

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Phoenix, AZ Branch Office - UBS Financial Services Inc.

2575 E. Camelback Rd.
Suite 900

Phoenix, AZ 85016
602-957-5100

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UBS Institutional Consulting Group - Southwest - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5152

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UBS Wealth Management Group - Southwest - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5152

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Bahbah Sobers Wealth Management - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-667-8113

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Edward Jones - Financial Advisor: Jeff Schenk, CFP®|AAMS"

3646 E Ray Road
Ste B6

Phoenix, AZ 85044
480-706-0327

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Allstate Personal Financial Representative: Joseph Jackson

4650 E Thomas Rd

Phoenix, AZ 85018
480-204-1833

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Allstate Personal Financial Representative: Tyler Lieberman

3508 N 7th St
Ste 115

Phoenix, AZ 85014
480-999-7222

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Tyson Kelley - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5702

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Arlene Pineda

10000 N. 31st Ave
Suite C316

Phoenix, AZ 85051
408-500-5159

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Andrew Keam - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5748

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James Cooper - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5704

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Arcadia-Biltmore Group at Morgan Stanley - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-7766

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

  1. Are my current savings enough to get retired?
  2. With my current savings, what will my post-retirement lifestyle look like?
  3. Should I consider making investments right before my retirement?
  4. When is the right time to pay off my mortgage-pre or post-retirement?
  5. How can I mitigate my post-retirement financial risks?

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