Felipe began his career in financial advising as an intern at local advisory firm, while attending Arizona State University. He quickly learned the importance of having a well-thought-out financial plan that can withstand periods of volatility and down turns in the markets. Felipes desire to build lifelong relationships with his clients is felt in his approach, as he first understands their goals and objectives before crafting a detailed plan. His goal is to make sure every client is confident in their plan and understands the importance of continuously adjusting it as life changes. Felipe was raised and currently resides in Phoenix, AZ with his wife, Kelli, and two sons, Case and Carson.
Felipe is a CERTIFIED FINANCIAL PLANNER ™. His areas of expertise are: financial planning, retirement planning, tax efficient investing, wealth management and risk management.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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