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accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred.Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d
• CA Insurance Lic. #0K23247;
12/18/2025
I am excited to announce that I have been honored as a 2025 Five Star Wealth Manager! This recognition, featured in PHOENIX Magazine, celebrates professionals who demonstrate outstanding service and commitment to their clients.
Five Star Wealth Managers are selected through a rigorous research process based on ten objective criteria, ensuring that only those who consistently deliver excellence earn this distinction.
Check out the Phoenix area 2025 Five Star Wealth Managers: https://www.fivestarprofessional.com/awardwinners/PHOWM
Want your business to be the top-listed Accountant in Scottsdale?
12/18/2025