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Theresa E. Chacopulos, CFP®, CIMA

Wells Fargo Advisors, LLC.

8601 N Scottsdale Rd
Suite 150
Scottsdale, AZ 85253
Phone: (480) 348-4332
Fax: (480) 348-4911

Household Income Minimum: $100,000
Investable Asset Minimum: $3,000,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Banking
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges
N/A