Financial Advisors in Chandler, Arizona
by Admin
Posted on 09-07-2023 05:02 PM
We are conveniently located at the chandler falls office building near loop 202 at the northwest corner of price and willis, neighboring the northrop grumman campus and marriott chandler.
Our chandler office invites you to visit and meet our financial advisors to see what our full-
service
team can provide.
Cfp®, cima® cferguson@merceradvisors. Com chandler has a passion for building lifelong relationships with clients including small business owners, doctors, and corporate executives. Chandler earned a bachelor’s degree from the university of north texas and began his wealth management career in 2003 when he joined quest capital management. Throughout the years, chandler served in multiple roles in the firm including senior wealth advisor. He was named partner in 2016. Chandler guides his clients through the complexities of the financial planning process to help them achieve their financial goals. He is an active alumnus in the north texas exes and continues to support “mean green” football.
Chandler’S WEALTH MANAGEMENT TEAM
Certified private wealth advisor (cpwa) is aimed at wealth managers who serve affluent clients. Wealth management advisors select portfolios of investment securities for their clients and manage the portfolios. Generally they do not offer a broad selection of advice for a client’s entire financial life, confining themselves only to managing investments. This isn’t a flaw in their service offering as high-net-worth individuals generally employ planning teams of several experts to meet their needs.
Preparation courses for the cpwa teach candidates to
create
strategies that maximize growth, minimize taxes and help clients pass their wealth on to the next generation.
WE KEEP YOU INFORMED
Learn more about our business structure and entity selection financial forecasting and projections -- using historical and current financial data, we provide projected estimates to guide your most important business decisions. Our methodology is comprehensive and transparent, allowing you to see exactly how we reached our projections. Financial forecasting and projection services from chandler & knowles cpas can help you establish a better-informed budgeting process and avoid future financial crises. Learn more about our financial forecasting and projections cash flow and budgeting analysis -- we can prepare monthly cash flow statements for your business and identify trends to inform your budgeting process and financial forecast.
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