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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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Thanasi Panagiotakopoulos

Life Managed

5134 N. Central Ave., Suite 101

Phoenix,AZ 85012

602-931-5043

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Jeremy Kisner

Surevest Private Wealth

2425 E. Camelback Road Ste 890

Phoenix,AZ 85016

480-272-7116

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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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Jeffrey Wilcock

Seros Financial

2141 E. Broadway Rd. Suite 220

Tempe,AZ 85282

480-967-1155

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James Golichowski

Edelman Financial Engines, LLC

3100 West Ray Road, Suite 334 Suite 801

Chandler,AZ 85226

480-946-3626

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Bruce Hosler

Hosler Wealth Management LLC

8180 N. Hayden Road, Suite D203

Scottsdale,AZ 85258

480-994-7342

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David Rosenthal

Wealth Management Solutions, LLC

8550 E Shea Blvd #130

Scottsdale,AZ 85260

480-609-4334

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Joe Vazquez

Wealth Management Solutions, LLC

8550 E Shea Blvd Ste #130

Scottsdale,AZ 85260

480-609-4334

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Matthew Cherry

Wealth Management Solutions, LLC

8550 East Shea Blvd. Suite 130

Scottsdale,AZ 85260

480-609-4332

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Greg Stott

Approach Capital Partners

Mesa & Scottsdale 4320 East Brown Road Ste 112

Mesa,AZ 85205

480-993-9733

List of Additional Retirement Planners in Phoenix, Arizona*

* Additional advisor listing is provided in partnership with Yext

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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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Kevin Golden - Ameriprise Financial Services, LLC

4040 E Camelback Rd
Ste 212

Phoenix, AZ 85018
480-927-3640

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

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5152

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Anderson Team Financial

4600 E. Shea Boulevard
#203

Phoenix, AZ 85028
602-508-8707

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Paul Murray - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5138

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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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Jeremy Kitamura - Ameriprise Financial Services, LLC

4040 E Camelback Rd
Ste 212

Phoenix, AZ 85018
480-927-3641

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Goosehead Insurance - Joel Reikes

23025 N 15th Avenue
Suite 202

Phoenix, AZ 85027
480-535-1540

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Allstate Personal Financial Representative: Robert McBride

2345 E Thomas Rd

Phoenix, AZ 85016
317-590-4163

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Aishwarya Adyanthaya - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5728

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Stifel | Dale Lewis

2801 East Camelback Road
Suite 300

Phoenix, AZ 85016
602-952-2500

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Maxwell Drexler - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5762

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Jonathon Paul - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5729

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Eric Franz, CEPA - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5146

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STF Wealth Management

2601 East Thomas Road
Suite 135

Phoenix, AZ 85016
602-396-7840

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Preferred Financial Group, LLC

1202 E. Maryland Ave.
Ste. 1J

Phoenix, AZ 85014
602-494-0020

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Hynes Benefits Financial Services

2999 North 44th Street
Suite 325

Phoenix, AZ 85018
602-952-0371

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Westmark Wealth Management

5050 North 40th Street
Suite 140

Phoenix, AZ 85018
602-714-1950

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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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Brandon Rose - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5727

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OneAZ Wealth Management

2355 West Pinnacle Peak Road

Phoenix, AZ 85027
877-566-0517

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Tom Levin - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5743

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Financial Life Planners

10429 South 51st Street
Suite 220

Phoenix, AZ 85044
480-477-8530

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CC Asset Management

3101 N Central Ave
Ste 730

Phoenix, AZ 85012
602-234-3122

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Symphony Financial Services

15022 S 40th Pl

Phoenix, AZ 85044
480-209-6420

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Bennie Schmidt - Ameriprise Financial Services, LLC

4630 E Indian School Rd

Phoenix, AZ 85018
602-840-1888

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Cetera Investors - Kevin Hofberger

1702 East Highland Avenue
Suite 204

Phoenix, AZ 85016
602-841-2627

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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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Rosen Investment Advisors

4646 East Van Buren Street
Suite 190

Phoenix, AZ 85008
602-222-5757

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FocalPoint Wealth Management

20860 North Tatum Boulevard
Suite 195

Phoenix, AZ 85050
480-771-7526

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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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Lawrence Fann - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5195

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Michael Choy - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5157

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Tyson Tibshraeny - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5155

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

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5145

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Darren Desmond, CFP - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5184

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Ryan Freberg - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5186

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Phoenix Wealth Management - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-667-8149

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Insight Partners Wealth Management - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-667-8102

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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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DeMichele Wealth Management - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5168

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David Ambrose Pozniak - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5151

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William Sobers, CRPS - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-667-8113

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Andrew Keam - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5748

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Michael Doubleday - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-667-8115

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Joseph DeMichele - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5168

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Scott Murray - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5143

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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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Smith Wealth Management Group - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5166

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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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Renee Hanson - Ameriprise Financial Services, LLC

7010 E Chauncey Ln
Ste 200

Phoenix, AZ 85054
602-923-9800

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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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Affinity Wealth Advisory Group - Ameriprise Financial Services, LLC

7010 E Chauncey Ln
Ste 200

Phoenix, AZ 85054
602-923-9800

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Thaxton Peterson - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5725

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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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Justin Low - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5134

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

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5135

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

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5152

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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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Tim Bryan - Ameriprise Financial Services, LLC

2398 E Camelback Rd
Ste 550

Phoenix, AZ 85016
480-922-4290

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Phoenix, AZ Branch Office - UBS Financial Services Inc.

2555 E. Camelback Rd.
Suite 600

Phoenix, AZ 85016
602-957-5126

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The Gustafson Group - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-667-8146

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Nicholas Cipriano - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5752

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Spectrum Group - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5720

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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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Aaron M Thomas - Ameriprise Financial Services, LLC

2398 E Camelback Rd
Ste 550

Phoenix, AZ 85016
480-922-4236

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Paul Malin - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5756

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Tyson Kelley - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5702

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Arcadia-Biltmore Group at Morgan Stanley - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-7766

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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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Sean Kelly - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5781

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Emily Stead

1702 East Highland Avenue
Suite 204

Phoenix, AZ 85016
480-881-2308

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CSI Financial Group FMO

11225 N. 28th Drive
Suite C100

Phoenix, AZ 85029
888-316-6040

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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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Brian S Kordansky - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5770

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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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Daniel E Marting - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5742

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Heather Pospisil - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5780

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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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Kyle Backus - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5738

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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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Chris L Mette - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5796

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James Cooper - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5704

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Geri Mette - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5717

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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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CardConnect Paradise

2929 N 44th St
Ste 220

Phoenix, AZ 85018
480-970-5558

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Arizona Private Wealth - Ameriprise Financial Services, LLC

4040 E Camelback Rd
Ste 212

Phoenix, AZ 85018
480-927-3639

* 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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