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Find Retirement Planners for Retirement Planning in Scottsdale, 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 Scottsdale, Arizona

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Jeffrey Biro, CEP, RFC

Family Wealth Advisors, LLC

6900 E Camelback Rd.
Suite A-39

Scottsdale,AZ 85251
(480) 3471353

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Bruce Hosler, EA, CFP®, AIF®

Hosler Wealth Management

8180 N. Hayden Road, Suite D203

Scottsdale,AZ 85258
(480) 9947342

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David Rosenthal, CFP

Wealth Management Solutions, LLC

8550 E Shea Blvd #130

Scottsdale,AZ 85260
(480) 6094334

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David Eldridge

Edelman Financial Engines, LLC

8752 E. Shea Blvd. Suite 130

Scottsdale,AZ 85260
(480) 9463626

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Joe Vazquez

Wealth Management Solutions, LLC

8550 E Shea Blvd
Ste #130

Scottsdale,AZ 85260
(480) 6094334

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Matthew Cherry

Wealth Management Solutions, LLC

8550 East Shea Blvd.
Suite 130

Scottsdale,AZ 85260
(480) 6094332

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Adam Harding CFP®

Harding Investments & Planning

222 S. Mill Avenue
Ste 800

Tempe,AZ 85281
(480) 2051743

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Alex Koury, CFP®

Values Quest

2720 E. Camelback Rd.
Suite 200

Phoenix,AZ 85016
(602) 7652224

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Jeffrey Wilcock, RFC

Seros Financial

2141 E. Broadway Rd.
Suite 220

Tempe,AZ 85282
(480) 9671155

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Greg Stott

Approach Capital Partners

Mesa & Scottsdale
4320 East Brown Road Ste 112

Mesa,AZ 85205
(480) 9939733

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Jason Cowans

Edelman Financial Engines, LLC

3100 West Ray Road, Suite 334
Suite 801

Chandler,AZ 85226
(480) 4284312

List of Additional Retirement Planners in Scottsdale, Arizona*

* Additional advisor listing is provided in partnership with YEXT

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Bridge Financial Strategies

11111 N. Scottsdale Road
Suite 205

Scottsdale, AZ 85254
4803782383

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Brandon Riley - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4806245742

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Ana Alburquerque - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227911

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Brian F Scanlon - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227805

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Josh Winston - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
4809224211

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Alexander Barrett - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227820

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Safeguard Estate and Financial

1405 N Hayden Rd
101

Scottsdale, AZ 85257
4808425000

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Carlos Hidalgo - Gateway Mortgage Group

8355 E. Hartford Dr.
Ste. 207

Scottsdale, AZ 85255
4802571670

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Blakely Walters

3333 North Hayden Road

Scottsdale, AZ 85251
4807765897

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Andrew J Meyer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227930

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Betsy Seligman Gometz - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227872

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Arizona Private Wealth - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
6236872614

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Arizona Retirement Planning

8655 East Via De Ventura
Suite F-127

Scottsdale, AZ 85258
4803453155

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Anthony James Montgomery Sr. - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227828

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Aaron Kurasch - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
4809224217

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Brian Holloway - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227840

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Nick Dyer - Ameriprise Financial Services, LLC

8722 E Via De Commercio
Ste 200

Scottsdale, AZ 85258
4807884891

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Stephen Lomsdalen - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
4809224220

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Backbone Financial

4900 Scottsdale Road
Suite 3700

Scottsdale, AZ 85251
4808244100

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Alan Himebaugh - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227957

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Stanton Dwight - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
4809224207

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Brian Dobbins - Ameriprise Financial Services, LLC

6909 E Greenway Pkwy
Ste 245

Scottsdale, AZ 85254
6027940191

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Lomsdalen Wealth Management - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
4809224220

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Rick Hansen - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
4809224228

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William Patrick O'Connell - Ameriprise Financial Services, LLC

14274 N Northsight Blvd
Ste 100

Scottsdale, AZ 85260
4802682342

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Sarah Schmidt - Ameriprise Financial Services, LLC

14274 N Northsight Blvd
Ste 100

Scottsdale, AZ 85260
4804730376

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Gary Bishop - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
4809224249

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Michael Keahon - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
4809224214

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Matthew Rea - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
4809224222

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Alexander T Schneebacher - Ameriprise Financial Services, LLC

6909 E Greenway Pkwy
Ste 245

Scottsdale, AZ 85254
6027941105

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John W Cheang - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
4809224227

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Nayan Ranchhod - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
4809224234

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Tracy L Adamczyk - Ameriprise Financial Services, LLC

6909 E Greenway Pkwy
Ste 245

Scottsdale, AZ 85254
6027941106

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Silver Lining Wealth Advisors - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
4809224234

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Goosehead Insurance - Casaundra Regal

6991 East Camelback Road
Suite D-300

Scottsdale, AZ 85251
4806162213

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Mike Palmer - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
4809224253

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Edward Jones - Financial Advisor: Jeff Falls

13610 N Scottsdale Rd
Suite 8

Scottsdale, AZ 85254
4809481028

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REI Co-op Adventure Center Arizona

17465 N 93rd Street

Scottsdale, AZ 85255
4809452881

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Eric Burns - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4803454707

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Cole Adamson - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227941

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Charles Anthony Palacios - Ameriprise Financial Services, LLC

14274 N Northsight Blvd
Ste 100

Scottsdale, AZ 85260
4804730376

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Ted Horowitz - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
6236872611

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Ken Johnston - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
4809224243

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Eric Gill - Ameriprise Financial Services, LLC

14274 N Northsight Blvd
Ste 100

Scottsdale, AZ 85260
4804730376

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Stephen Bouton - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
4809224244

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Dewey M Darwin - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
4809224205

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Foundation Funding LLC

260 E Raintree Dr.
Suite 205

Scottsdale, AZ 85260
6233352541

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NetVEST Financial LLC

9059 E. Bahia Drive

Scottsdale, AZ 85260
6022308222

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LifePath Wealth Management, LLC

7333 E. Doubletree Ranch Road
Suite 120

Scottsdale, AZ 85258
4806240342

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Pangea Wealth Management

3260 North Hayden Road
Suite 109

Scottsdale, AZ 85251
4803045353

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Toddy & Associates

7702 East Doubletree Ranch Road
Suite 300

Scottsdale, AZ 85258
8009400469

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Curt Blik - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227807

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New York Life Insurance: Vincent J. A. Iñiguez

14850 N. Scottsdale Road
Suite 400

Scottsdale, AZ 85254
4803824769

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Intelligent Capitalworks

16427 N Scottsdale Rd
Suite 260

Scottsdale, AZ 85254
4809512900

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Seth Henrie - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227802

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Tom Brough - Capital Trust Wealth Management

7047 E. Greenway Pkwy
Suite 250

Scottsdale, AZ 85254
4809931100

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Christopher Travelle - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227879

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Steve A Scott - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4806245711

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Steven Ravnitzky - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227845

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Scott Ladrigan - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4806245703

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Jeffery Jay Slump - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4806245724

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Teri Kelley - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227826

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Chris Stocks - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227900

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Gregory Michael Sidel - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227836

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Magaly Carson - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4803686630

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Trisha Larson - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4803686524

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Jeffrey Cain - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227874

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Lindsey Martin - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227937

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Matthew Gimmelli - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227976

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Grant Peterson - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4806245754

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Mark B. Fast - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227951

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Jason Bleimeyer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4806245715

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Owen M Scanlon - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227909

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Petr Chytka - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4803686572

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Vik Krishnaswamy - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227928

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Gabriel D Hoffmann - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4803454731

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Rob Lenz - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4803686588

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Carole A Hall - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4803686557

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James E Meyer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4803686566

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Troy Corbridge - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227966

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Silver Birch Advisors

14362 North Frank Lloyd Wright Boulevard
Suite 1000

Scottsdale, AZ 85260
4804776580

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Edwards Wealth Managment

7047 East Greenway Parkway
Suite 250

Scottsdale, AZ 85254
4809931140

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Scott A Pfotenhauer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4803454717

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The Spivak Financial Group

8160 East Butherus Drive
Suite 5

Scottsdale, AZ 85260
4805569931

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Harding Investments & Planning

7135 East Camelback Road

Scottsdale, AZ 85251
4802051743

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Eric Hegarty - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4803454714

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Mike Lenderink - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227806

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Nicholas Vincent Favia - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227995

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McKinley Griffith - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4803454738

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Kent R Weaver - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227810

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Justin Wade Breece - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4806245719

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Douglas Hodges - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4806245730

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The CNS Group - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227863

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Paul Groves - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227818

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John D Burgraff - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4803686602

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The Grand Canyon Group - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227853

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Edward T Gesten - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4803686523

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Michael W Butt - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4803686565

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Paul Marsillo - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4803686563

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John Demetropoulos - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227850

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Thomas Sheedy McGeorge - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4806245733

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Theodore John Crowley II - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227939

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Tammy Escobar-Miller - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227853

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Matthew Sonder - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4806245729

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Michael Metts - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227881

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Ross D. Pearlman - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4803454756

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Ryan R Turner - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4803454742

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Sean Neifert - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227863

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Montgomery Hollahan Group - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227828

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Kurt E Meyer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4803454712

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Richard Schmock - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227837

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Susan Cook - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227854

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William Favia - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227813

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Robert Bancroft - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4806245714

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Jeffrey Newman - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227821

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William Deichmann - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227827

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Kyle Nelson - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227902

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David Hixon - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4803686585

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Tim Metcalf - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227847

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Philip Delord - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
4809224206

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The Hacker Group, LLC

7047 East Greenway Parkway
Suite 250

Scottsdale, AZ 85254
8003994008

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SDV Financial Wealth Management

9943 E Bell Road
Suite 108

Scottsdale, AZ 85260
4805508338

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Lessard Wealth Management

7337 East Doubletree Ranch Rd
Suite 195

Scottsdale, AZ 85258
4804634528

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Goosehead Insurance - Jon Halland

9419 E. San Salvador Dr.
Suite 105B

Scottsdale, AZ 85258
4805762377

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Todd R Pfutzenreuter - Ameriprise Financial Services, LLC

14274 N Northsight Blvd
Ste 100

Scottsdale, AZ 85260
4804730376

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The Chacopulos Group - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227936

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Sandra Kramer - Ameriprise Financial Services, LLC

14274 N Northsight Blvd
Ste 100

Scottsdale, AZ 85260
4804730376

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Carl Anderson - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
4809224200

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Kristi Morrow - Ameriprise Financial Services, LLC

14500 N Northsight Blvd
Ste 213

Scottsdale, AZ 85260
6028253212

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Kirshner & Klarfeld Financial Group, LLC

7373 East Doubletree Ranch Road
Suite B-155

Scottsdale, AZ 85258
4805886356

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Fiduciary Solutions LLC

7047 East Greenway Parkway
#250

Scottsdale, AZ 85254
6029961450

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The Meyer Group - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
4809227800

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Karekin Girair Kaprelian - Ameriprise Financial Services, LLC

14274 N Northsight Blvd
Ste 100

Scottsdale, AZ 85260
4804730376

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Ben W Belanger - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
4809224200

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Marcella Lees - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
4809224213

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Jason Ayala - Ameriprise Financial Services, LLC

14500 N Northsight Blvd
Ste 213

Scottsdale, AZ 85260
6028253212

* Additional advisor listing is provided in partnership with YEXT

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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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