Free Financial Speakers in Phoenix
It’s as easy as 1, 2, 3, 4: Browse for a speaker, Click the speakers name or “More” to review the topics available, Click the orange request button, Fill out the contact form.
Now the speaker will contact you in the next few days to coordinate details.
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Monica Felton, MBA, CFP
President, The Elliott Group
SPEAKER CATEGORY: Financial
Monica teaches families how to build, create, and keep wealth while paying for large expenses like college. She gives families financial choices so they can improve their lives and the lives of those they love.
Monica is the president and f
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Katrina C. Lessard, CFP®, AEP®
Founder & CEO , Lessard Wealth Management
SPEAKER CATEGORY: Financial
Ms. Lessard graduated from the W.P. Carey School of Business at ASU with a degree in Economics. Katrina has been helping a select group of clients for nearly two decades. Katrina holds the Certified Financial Planner™ certification and acts as a fiducia
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Bill Cave
Retirement Mortgage Professional, Movement Mortgage
SPEAKER CATEGORY: Financial
Bill Cave is a licensed Mortgage Loan Originator & Retirement Mortgage Professional with Movement Mortgage. His passion and deep experience allow him to provide true, unbiased advice and insight into whether Reverse Mortgage loans may or may not be of
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Vincent Esparza
Managing Director, Esparza Group
SPEAKER CATEGORY: Financial
Vincent is the Managing Director with the Esparza Group LLC in Arizona and is an Investment Adviser Representative with American Portfolios Advisors, Inc. an SEC Registered Investment Advisor. He specializes in the unique financial needs of pre-retirees a
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Jeff Young
Senior Wealth Manager, Kierland Financial Group
SPEAKER CATEGORY: Financial
Jeff C. Young is a Senior Vice President with First Financial Equity Corporation and the Manager and Owner of an investment advisory service, Jeff C. Young LLC in Scottsdale, Arizona. He has been a financial advisor and investment planner since 1982.<br /
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Stephen Pugsley Sr.
Founder, Pugsley and Sons
SPEAKER CATEGORY: Financial
Stephen A. Pugsley, Sr, Founder of Pugsley and Sons – Purveyors of Gold & Silver. 28 years of confidentially advising and supplying clients with investment grade Gold and Silver. Unique to the industry with a primary focus of advising clients on ALL o
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Paul Gebhard
Agent, American Family Insurance
SPEAKER CATEGORY: Financial
Paul Gebhard is an insurance advisor for American Family, who partners with families and business owners to protect their asset portfolios as well as their valuable resources. With 20 years of community driven focus, Paul knows how important piece of mi
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Marsha Goodman
Attorney, Specific Law Firm
SPEAKER CATEGORY: Financial
Marsha Goodman is the founder and owner of Specific Law Firm, which focuses exclusively on helping seniors and their families apply for Arizona Long Term Care and VA benefits to pay for long term care, long term care planning and Special Needs planning,
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Calvin Goetz
Founder & President, Strategy Financial Group
SPEAKER CATEGORY: Financial
Calvin Goetz is a financial advisor who has dedicated nearly 20 years to helping retirees and pre-retirees attain their financial, retirement and estate planning goals. In 2010, he founded Strategy Financial Group headquartered in Phoenix, Arizona, and as
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