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One of the owners of (480) 246-3303 is between 40-50 years old. We have records for 16 possible previous addresses for the owner, 18 other possible phone numbers, and 7 possible related persons connected to this individual.
Financial Planner | Asset Management | Asset Protection | Helping Physicians and Business Owners at Silverhawk Financial (Since 2010)
Pastry Chef | Using Creativity to Make Food Look and Taste Delicious at Desert Highlands Country Club (2005-2006)
Financial Representative | Connecting Families &Amp; Professionals with Their Goals at Northwestern Mutual (2005-2010)
Pastry | Combining Passion with Attention to Detail at T. Cooks (2003-2005)
President at A Step Above Comfort (Since 2009)
President at L &Amp; A Inc. Dba Ormid Co. (1978-1998)
Education
Certified Private Wealth Advisor® Certification, Financial Planning and Services from Investments &Amp; Wealth Institute (2018-2019)
Degree, Scottsdale from Scottsdale Leadership (2009-2010)
Certified Financial Planning Designation, Financial Services from American College (Since 2006)
Olph
Culinary Arts, Culinary from Arizona Culinary Institute (2003-2004)
Business, Marketing from Arizona State University - W. P. Carey School of Business (1999-2003)
College Prep from Brophy College Preparatory (1995-1999)
Marketing (Business) from Arizona State University at the Tempe Campus
Ba, Education from Arizona State University (1965-1969)
the Certified Private Wealth Advisor® is an Advanced Education and Certification Program for Financial Advisors Who Work with High-Net-Worth Clients on the Life-Cycle of Wealth: Accumulation, Preservation, and Distribution. This Program is Sponsored by the Investments &Amp; Wealth Institute™. Cpwa® Certified Professionals are Able to Identify and Analyze the Unique Challenges High-Net-Worth Individuals Face and Understand How to Develop Specific Strategies to Minimize Taxes, Monetize and Protect Assets, Maximize Growth, and Transfer Wealth. Show Less
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