Find a Financial Professional
in Arizona

Ian Weiner

Founder

Bespoke Wealth Solutions

I am a husband to Jes, father to two rambunctious sons and one indomitable daughter. Our family calls Northwest Arkansas home, a blend of my native Colorado and her native Northeast Texas. We enjoy riding our bikes to school, football (my oldest boy’s first word) practice, and traveling for Jes’ mural work keeps us on the move! We love visiting art museums, a favorite due to its proximity and “Water Lillies” is the Nelson Atkins in Kansas City. We enjoy all of the Smithsonian Museums in D.C. and look forward to visiting soon. I help you spend your wealth (defined as “Money, Energy, Attention and Time”) intentionally, and create proactive tax savings solutions. The experience that many people know is the advisor who has to sell something to make a quota. Typically they offer “free plans” and well, you’re probably doing the math in your head at this point. Just because it’s “free” doesn’t mean it’s without cost. I’m not willing to say that those types of advisors can’t be valuable partners, or that their work isn’t meaningful. I believe think there’s a better way… We can do all the investments, insurance, etc. that’s fine. What I don’t have to do is sell you something you don’t need to satisfy a quota. I get paid for my time, expertise, and most importantly – my ideas. I typically find 2-10x our fees in tax savings in the first month of working with a client. (I won’t engage a client that I can’t help) Imagine what we can do in a year… As a CFP(R) practitioner, I’ve pledged to uphold the fiduciary standard – to act solely in your best interest and as a Financial Planner, and I’ve staked my reputation on it.

Jenna Biancavilla

Principal & Senior Wealth Advisor

Pearl Capital Management

Jenna L. Biancavilla lives to help others, ask her to share a story of the dogs she has fostered or how to better help children in group homes or foster care. Her favorite conversation topics include philosophy, stoicism, entrepreneurship, and astrophysics. Professionally, Jenna is an award-winning independent, comprehensive financial planner and the owner of Pearl Capital Management, a wealth management firm that solves complex financial problems. As a fee-only fiduciary, Jenna's only goal is to help her clients reach their goals and achieve financial freedom. She has been recognized for her holistic approach by several publications such as winning The Phoenix Business Journals' prestigious 40 under 40 award, recognized as one of the Valley's top 25 Outstanding Women in Business, and featured in Forbes Magazine as The 2019 Top Women in Wealth. Her extensive experience with thousands of different financial situations makes her an expert in complex personal wealth management strategies. Jenna has been recognized every year since 2014 by Phoenix Magazine as one of the top 50 five-star wealth advisors in Arizona. In addition to being the founder and CEO of Pearl Capital Management, she also leads Geneva Financial's Arcadia Branch, a lending company with an emphasis on the human experience. While collaborating with a non-profit organization focused on scholarships and college planning, Ms. Biancavilla spent thousands of hours offering pro-bono advice to families across the country to find college scholarships and stay out of debt. Their work was recognized and awarded the Pro-Bono Award through Financial Planning Magazine. Biancavilla frequently is requested as the guest speaker to lecture on personal finance, financial aid, scholarships, and economics. Biancavilla graduated with a Bachelor’s Degree in Economics from The University of Arizona with a minor in Business Administration from the Eller College of Business Management. She holds many leadership-training certificates through organizations such as Scottsdale Leadership and Leadership Development Institute. Jenna finds meaning and purpose by serving others. In business, this takes the form of helping clients navigate the investment world and reach their wealth goals. In her personal life, she devotes her time to many local community service organizations. Jenna has held volunteer board positions and leadership roles in the following organizations: The Junior League of Phoenix, The Financial Planning Association of Greater Phoenix, The Phoenix Children’s Hospital Foundation’s advocacy group: 40/40, The Leukemia and Lymphoma Society, The Arizona Humane Society, Social Venture Partners, and CASA (court appointed special advocates).

Jacob Gold

Chairman & CIO

JG&A Wealth Management

By the time I was 10 years old, I wasn’t dreaming about becoming a doctor or a police officer. Instead, I knew I wanted to help people in a different way. That’s why I became a financial planner, just like my father and grandfather. While clients may have been surprised to see a 10-year-old apprentice sitting in on meetings, for me it was a time to take in the experience and passion evident in my father’s practice. And with two generations of successful financial planners leading the way, I was raised from the start to understand sound money management, investment philosophies and theories. It’s in my DNA, and I’m proud to walk in my father’s footsteps today. Building my own firm from the ground up, one of my main focuses has been to help take the mystery out of preparing for today and tomorrow through personalized comprehensive financial planning. In addition, I serve as a Adjunct Professor of Finance at the W.P. Carey School of Business at Arizona State University. Working in this capacity gives me the freedom to combine my passion for personal finance with a love of educating others. I take my role as a professor/educator seriously and actively participate on two different boards that focus on financial literacy; the Finance Advisory Board within the Department of Finance at the W.P. Carey School of Business at Arizona State University and the Arizona Council on Economic Education. Over the course of my career, I’ve authored two books, Financial Intelligence: Getting Back to Basics After an Economic Meltdown and Money Mindset: Formulating a Wealth Strategy in the 21st Century and provided financial insight for many local and national media outlets including CNN Business, CNBC, FOX Business, TIME Magazine and more. I received my B.A. in Interdisciplinary Studies with concentrations in Economics and History from Arizona State University. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and a NFLPA Registered Player Financial Advisor.

George Kao

Financial Planner

Reach One Teach One Financial

I spent 25 years as a tech professional and was a client of a financial advisor for 20yrs. Now that I'm on this side of the fence as a CERTIFIED FINANCIAL PLANNER™ practitioner, my mission is to be the advisor I wish I had. As a fiduciary, my goal is to assess your situation and make recommendations and offer strategies that are most appropriate for you. I'm excited to get to know you more.

Scott Johnson

DecisionPoint Financial

Scott and his team of CFP® Professionals at DecisionPoint Financial incorporate comprehensive financial planning into every client relationship. We believe that financial planning is a life long process and not an event. We specialize in helping individuals, families, business owners and First Responders make sound financial decisions at every point in their financial lives. DecisionPoint Financial specializes in qualified and non-qualified employer sponsored retirement plans such as 401(k), 403(b), 457(b), and Cash Balance plans, serving as an ERISA 3(38) Investment Manager on over 50 qualified retirement plans.

Curtis Crossland

Suttle Crossland Wealth Advisors, LLC

I provide comprehensive Retirement and tax focused planning: Cash Flow Planning, Investment Management, Social Security Strategies, Distribution & Conversion Strategies, Risk Management & Insurance, Tax Planning, Estate Planning & Gifting. I help people in and near retirement build a tax efficient future. We'll optimize investments and develop an income & conversion strategy that seeks a better bottom line. I'm a Phoenix native and spent over 10 years working for large wealth management firms.

When it comes to helping people with their finances, a cookie cutter approach doesn't work. Everyone's different, so listening to you and discussing your hopes and dreams allows us to focus on what's important.

I work with individuals and families who are looking for more than just financial advice — they’re seeking clarity, confidence, and a sense of direction for their life and money. My approach is highly collaborative and values-based. I take the time to truly understand what matters most to you and t... One thing I want my clients to know about me is... I help individuals and families find clarity and confidence with money by aligning finances with what truly matters. My values-based, commission-free approach brings calm, connection, and purpose to planning.

Since 2001, I have worked with select groups of families, businesses, and institutions to help them build, manage, preserve, and transition their wealth. I am a CERTIFIED FINANCIAL PLANNER™ Professional at Wells Fargo Advisors. Having the CFP® designation required me to complete approved educational... I've been helping families build wealth for over 23 years. I enjoy building lasting relationships and truly understanding each client's unique goals

I am a CERTIFIED FINANCIAL PLANNER™ with a mission to guide leaders to implement wise financial decisions that advance their vital purpose. Many business owners miss out on wealth potential because they don’t have time to research unique tax and investment ideas. My team and I guide business owne... how vigilant I am about following through.

I didn't choose finance; I grew up in it. My father has spent his entire career as a CPA and Managing Director at Merrill Lynch, and I spent my childhood tagging along. Conference rooms, client calls, market conversations at the dinner table. By the time I was old enough to start my own career, I al... One thing I want my clients to know about me is... I believe most people are one good plan away from a completely different financial outcome. The strategies that protect wealth, reduce taxes, and create real security aren't complicated; they're just rarely explained or offered. My team and I's job is to close that gap, and to make sure the people I work with never leave value on the table simply because nobody showed them the options.

By the time I was 10 years old, I wasn’t dreaming about becoming a doctor or a police officer. Instead, I knew I wanted to help people in a different way. That’s why I became a financial planner, just like my father and grandfather. While clients may have been surprised to see a 10-year-old apprent...

I love helping families and small business owners optimize their financial life, especially in the area of taxes. I have 8 years of investment industry experience and earned the tax professional designation as an Enrolled Agent (EA). I spent time with some of nation’s largest financial firms, includ...

We believe in and value transparency, establishing trust with each and every client we work with. Our focus is to understand your financial goals and develop a comprehensive plan to achieve them. We strive to deliver unbiased advice that aligns mutually with your goals and removes conflicts of inter...