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For FPA Members
 
 

Platinum Chapter Partners

FPA of Greater Phoenix gratefully acknowledges the contributions of this year's Chapter Partners. We appreciate their services to the Chapter as well as to the planners who use their services and products. These partners help us. Please support them when possible! 

 

 

 

Charles Schwab Advisor Services

Rich Kerr
800.867.2895

A leading provider of custodial, operational and trading support for independent
fee-based investment advisors.

 

 

Entrust Arizona, LLC

JP Dahdah
480.306.8404

Stocks, bonds and mutual funds are NOT your only option with your IRA/401(k).

 

 

Pension Strategies

Jill Hastings
602.799.4948
Jack Lawless 
602.957.7101 x318

Qualified Plan Design & Administration
www.pensionstrategies.com 

 

 

Independent Advisors Marketing

Allan Small
623.933.5500 x1

IMO/FMO helping independent advisors to incorporate insurance
planning into their practice.
www.spminsurance.com

 


 

To view our Gold Partners, please click here.

To view our Silver Partners, please click here.

 

 

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