Non-Profit Affiliations


Elena Zee
MOU



Tiffany House
Joint Marketing Agreement


East Valley 
Estate Planning Council

Robert Sewell
Event Coordination Agreement
Joint Marketing Agreement



Katherine Cecala
MOU



Robbie Petrillo
Reciprocal Membership Agreement



Joint Endowment Funding Agreement


Joint Marketing Agreement

Society of CFA's, Exit Planning Institute, Collaborative Professionals of Phoenix, Take Charge America, Rio Salado CC, KJZZ/KBACH, Phoenix Compliance Round Table, Glencroft, Beatitudes, Friendship Village, Phoenix Tax Workshop, SVDP, Trellis, Maricopa County Libraries, Accounting and Finacial Womens Alliance  Arizona Fiduciary Association

 Office Hours:
Mon-Thurs: 9:00 am - 5:00 pm
Fri: closed


C/O Premium Organization
PO Box 4130 Scottsdale AZ 85261


Connect with us on Social Media.....


The essential hub of our financial planning community. 

We connect CFP(R) and associated professionals to the resources they need and the people who need them.



Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, 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.