Cardinal Pointe Financial Group

A huge congratulations to Cruz for passing the CFP®️ exam and taking another step forward in their professional journey. Your hard work and dedication have paid off, and we couldn't be prouder!

👏 Join us in celebrating this exciting achievement.

Your goals. Your future. Our Partnership. We're proud to work alongside our clients to turn financial goals into actionable plans.

Have questions about your plan? Connect with us today.

Please join us in congratulating Grant on his well-deserved promotion to Financial Advisor! 🎉

In 2023, Grant first joined us as a Financial Planning Intern. After graduating from Wright State University in May 2025, he transitioned into a full-time role as Financial Planning Specialist. Subsequently, after successfully completing Series 7, Series 66 and Life & Health licenses, he earned his next promotion to Registered Paraplanner / Financial Planning Specialist. Since then, Grant has obtained both the APMA and CFP designations. Today we’re proud to recognize his continued growth with his promotion to Financial Advisor.

Congratulations Grant, your dedication truly inspires us, here's to your next chapter and continued success!

Big congratulations to Cruz on his promotion to Financial Advisor! 🎉

Cruz joined us as a Financial Planning Intern in 2023. He then graduated from college at Wright State University and transitioned into a full-time role as a Financial Planning Specialist in early 2025. As his career developed, he took an exciting step forward by relocating to Arizona to further his career and help support our team and clients at our Tucson office. He continued his growth by completing all his required licenses, the Series 7, Series 66, and Life & Health, thus earning his next promotion to Registered Paraplanner / Financial Planning Specialist. Since then, he’s earned his APMA and CFP designations.

Congratulations Cruz on your well-deserved milestone and best wishes for continued success!

Today, we celebrate Women's Equality Day and recognize the women whose voices, leadership, and contributions help shape our communities every day. Here’s a world where every woman's voice is heard and valued.

We’re proud to be recognized as a Quantum Certified Workplace ✨ This designation reflects our ongoing commitment, effort, and initiatives designed to sustain a culture where employees feel supported and teams thrive. Thank you to our incredible team for helping us build the kind of workplace we strive to be.

15 years of dedication, 15 years of excellence. Congrats to Kevin on his work anniversary! 🎉 Thank you for your leadership, dedication, and commitment to excellence.

To honoring the generations who have paved the way for us all. This Senior Citizens Day, we're celebrating the value of experience and helping individuals and families build retirement strategies designed for confidence, purpose, and lasting impact. At Cardinal Pointe Financial Group, we are here to help every step of the way.