Non-Profit Affiliations

Elena Zee

Tiffany House
Joint Marketing Agreement

East Valley 
Estate Planning Council

Robert Sewell
Event Coordination Agreement
Joint Marketing Agreement

Katherine Cecala

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

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.

C/O Premium Organization
PO Box 4130 Scottsdale AZ 85261

 Office Hours:
Mon-Thurs: 9:00 AM - 5:00 PM
Fri: 9:00AM - 1:00 PM
Phone: 480-483-9035
Fax: 480-922-5283

Connect with Us!

Website Development by Financier SEO - a digital marketing agency focused on helping financial advisors and planners excel with digital campaigns.  We are proud of our ongoing relationship with FPA of Greater Phoenix. 

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.