Last Update: 10/1/21


Want more information about becoming a Chapter Partner?  Click here...

Page last updated: 53/23/23 by MK

Robbie Petrillo
Pinnacle Plan Design

Oct 2023

Dale Walters

Drake Qualls

Dale Walters
Beach Fleischman

Oct 2023

Dale Walters

Drake Qualls


Frank Costigliola
Baron Capital

Nov 2023

Murray Smith

Thomas Rhindahl




Amber Ramirez
Arizona Community Foundation

Sep 2023

Murray Smith

Jill McIlroy
Arizona Community Foundation

Sep 2023

Murray Smith

Rob Kanyur
Fairway Reverse Mortgage

Feb 2024

Melissa Kemp


Josh Johnson
Templeton Financial Services

Sep 2023

Steve Syrmopoulos

Thomas Rindahl

Len Templeton
Templeton Financial Services

Sep 2023

Steve Syrmopoulos

Thomas Rindahl

Ben
Zia Trust Company

Oct 2023

Drake Qualls

Colleen Hallinan

Steve Syrmopoulos

NAU
Jan 2024

Ken Osborn


Laura Scaramella
University of Arizona

May 2023

Ken Osborn

Carla Boyd

Daniel McDonald
University of Arizona
Take Charge America Institute

May 2023

Ken Osborn

Carla Boyd

Victoria Meyer
University of Arizona
North Valley Campus

May 2023

Ken Osborn

Carla Boyd


Matthew Miller
Buckingham

Feb 2024

Dan VanDusen

Collen Hallinan

Steve Pointer
Cantor Fitzgerald

Jul 2023

William Cerynik

Thomas Rindahl

 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.