Washo Financial Information

We implement strategies to help business owners looking to retire with their investments and risk management. We utilize the latest technologies for financial planning and have access to various investment platforms to meet our clients needs. If you were one of our clients you would typically be 55+ and have a moderate risk tolerance. You may be missing the whole picture if you are not working with a CFP®, CPA Personal Financial Specialist. Using our extensive knowledge we are able to consider the tax ramifications of various investment strategies and risk management techniques. Scottsdale Financial Planner, Gilbert Financial Planner, Mesa Financial Planner, Tempe Financial Planner, Prescott Financial Planner, Casa Grande Financial Planner, Arizona Financial Planner. LPL Financial has determined the Testimonials, Recommendations and Endorsement section of LinkedIn violates SEC Rule 206(4)-1 for Investment Advisor Representatives such as myself. I am forced by regulations to disable the ability of viewing recommendations. Securities and Financial Planning offered through LPL Financial. A Registered Investment Adviser. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to website section above. Third party posts found on thisk profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit http://www.washofinancial.com.