When you hear about tariffs in the...
Financial Advisors in PHOENIX-Ahwatukee
Phoenix-Ahwatukee, AZ
The EP Wealth team in our Ahwatukee office offers comprehensive planning services aimed at creating financial security and prosperity for individuals and business owners in the Phoenix area. Our advisors combine years of experience with up-to-date analytics to help you chart a path towards your financial objectives, whether you're preparing for retirement, or looking to transfer wealth efficiently to the next generation. Contact us today to start building your financial future.
PHOENIX’S Ahwatukee WEALTH MANAGEMENT TEAM
CLIENT SUPPORT TEAM
Mineko C. Murai
Client Relationship Manager
William Yalam
Client Relationship Associate
Linda Ginder, CFP®, EA, CDFA®
Manager, Financial Planning
Levi Anderson, CFP®, AAMS®, CRPC®, EA
Financial Planning Manager
Jared Lopez, CFA
Portfolio Manager
Contact Our Phoenix – Ahwatukee Financial Advisors
Our Phoenix-Ahwatukee office invites you to visit and meet our financial advisors to see what our full-service team can provide.
Rd #132,
Phoenix, AZ 85044
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
With new 401(k) contribution limits for...
International Women’s Day: Celebrating...
As 2024 winds to a close, it is the...