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Estate Planners in Arizona

Estate Planners in Scottsdale, AZ

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8 results found

Michelle Ross Scottsdale, AZ

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Human Resources Specialist • Recruitment • Office Clerk • Clerical Specialist • Contractor • Independent Business Owners

Experience & Education

Position:
President at Ross & Associates
Title:
Executive Recruiter specializing in the life insurance industry
Location:
Scottsdale, Arizona
Industry:
Insurance
Work history:
Ross & Associates - Scottsdale, AZPresidentsince 1980Connecticut General Life Insurance - Phoenix, AZFinancial and Estate Planner1977 - 1980
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Christopher Royan Scottsdale, AZ

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive Officer • Partner • Chief Executive • Corporate Executive • Counselor • Advisor • General and Operations Manager • Director of Operations • Operations Manager • Vice President • Financial Manager • Model • Bachelors Degree • Master of Business Administration • Sales Representative

Experience & Education

Position:
Owner/CEO at In-Home Care Alliance LLC, Partner at Global Growth Resources, Consultant - Qualcomm...
Title:
Industrial Growth Driven Executive
Location:
Scottsdale, Arizona
Industry:
Machinery
Work history:
In-Home Care Alliance LLC Owner/CEOsince Aug 2010Global Growth Resources Partnersince Feb 2010
Skills:
Marketing Strategy, Financial Analysis, B2B, Strategic Planning, Start-ups, Business Strategy,...
Full Profile

Jeff Geiser Scottsdale, AZ

Professions & Specialties

Founder • Manager • Founding Member • Chief Executive • Operations Manager • Advisor • Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Founder, Wealth Manager, Investment Advisor Representative at Geiser Wealth Management
Title:
Geiser Wealth Management
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Geiser Wealth Management - ScottsdaleFounder, Wealth Manager, Investment Advisor Representativesince Dec 1990
Skills:
Vision, Synthesis, Balance, Research, Investments, Public Speaking, Writing, Portfolio Management,...
Languages:
Nonviolent Communication
Scottsdale Young Estate Planner Study Group
Full Profile

William Sobers Scottsdale, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Financial Manager • Advisor • Web Marketer

Experience & Education

Position:
Account Vice President at UBS Financial Services, Inc.
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. Account Vice Presidentsince Jul 2006Merrill Lynch Financial AdvisorJan 2004 - Jul 2006
Scottsdale Young Estate Planner Study Group
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Trevor Whiting Scottsdale, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyer • Tax Consultant • Tax Accountant • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Bachelor of Science • Business Administrator • Financial Manager • Operations Manager

Experience & Education

Position:
Attorney at Dana Law Firm
Location:
Scottsdale, Arizona
Industry:
Law Practice
Work history:
Dana Law Firm Attorneysince Sep 2008Deloitte Tax Tax ConsultantJul 2007 - Aug 2008
Skills:
Estate Planning, Probate, Trusts, Wills, Tax, Tax Law, Estate Tax Planning, Asset Protection,...
Languages:
English, Portuguese
Estate Planner Legal Network
Full Profile

Ronald Larson Scottsdale, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Vice President • Financial Manager • Chief Executive • Technical Editor • Technical Communicator • Author

Experience & Education

Office:
Ronald F. Larson, P.C.
17470 North Pacesetter Way, Suite 108, Scottsdale, AZ 85255
Phone:
(480) 365-0324 (Phone)
Specialties:
Estate Planning, Probate
ISLN:
905616047
Admitted:
1973, Arizona, 1977, U.S. Tax Court and U.S. Supreme Court
Military:
Lt. Col., JAGC, U.S. Army, active duty, 1973-1977; USAR, 1977-1997
Biography:
Delta Theta Phi (Member, Legal fraternity); Beta Gamma Sigma (Business Fraternity); Omicron Delta...
Accredited Estate Planner
Full Profile

Ronald Larson Scottsdale, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Vice President • Financial Manager • Chief Executive • Technical Editor • Technical Communicator • Author

Experience & Education

Office:
Ronald F. Larson, P.C.
17470 N. Pacesetter Way, Suite 108, Scottsdale, AZ 85255
Phone:
(480) 447-7166 (Phone)
Specialties:
Estate Planning, Probate
ISLN:
905616047
Admitted:
1973, Arizona, 1977, U.S. Tax Court and U.S. Supreme Court
Military:
Lt. Col., JAGC, U.S. Army, active duty, 1973-1977; USAR, 1977-1997
Biography:
Delta Theta Phi (Member, Legal fraternity); Beta Gamma Sigma (Business Fraternity); Omicron Delta...
Accredited Estate Planner
Full Profile

Kathleen O'brien Wilmington, DE

Professions & Specialties

Estate Planner • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Founder • Chief Executive • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Financial Manager • Master of Science • Advisor

Experience & Education

Position:
Vice President, Senior Trust Administrator at Wells Fargo Bank N.A.
Title:
Vice President & Senior Trust Administrator at Wells Fargo Bank
Location:
Wilmington, Delaware
Industry:
Financial Services
Work history:
Wells Fargo Bank N.A. - Wilmington, DelawareVice President, Senior Trust Administratorsince Jul 2012TESSERA Elder Consulting, LLC - Wheaton, ILFounderAug 2010 - Jul 2012
Certifications:
Certified Trust and Financial Advisor
Certified Senior Advisor
Full Profile

Estate Planners near Scottsdale, AZ0816243240PhoenixMesaGilbert


Estate Planners around Scottsdale, AZ

Gilbert  (2)
Mesa  (2)
Phoenix  (40)

Estate Planners in Arizona

Sub-specializations

Estate Planner  (8)