Free Financial Speakers in Phoenix
Free Speakers Phoenix features a diverse roster of Valley-based financial planners, investment advisors, tax professionals, and authors who donate their time and expertise. Whether you are planning a virtual webinar, an in-person workshop, or a keynote community event, you can request a qualified speaker to present on a wide range of essential financial topics.
Explore popular Phoenix financial speakers below and book a presenter for your next meeting or event with a simple, three-step process:
1. Browse Speakers: Explore our curated list of Phoenix financial literacy and money management speakers.
2. Submit a Request: Click the orange “Request This Free Speech” button next to your chosen topic.
3. Coordinate Directly: Submit the form and the speaker will contact you directly within a few days.
-
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
MORE & VIEW TOPICS > -
Anthony Perez
Founder, Harvest Wealth Strategies
SPEAKER CATEGORY: Financial
Anthony Perez is the founder of Harvest Wealth Strategies, where he works closely with business owners to help them maximize the value of their companies and successfully transition when the time comes to exit. Anthony specializes in working with owners w
MORE & VIEW TOPICS > -
Bill Cave
Reverse Mortgage Advisor, Mutual of Omaha - Reverse Mortgage
SPEAKER CATEGORY: Financial
Bill Cave is a licensed Mortgage Loan Originator & Reverse Mortgage Advisor with Mutual of Omaha Reverse. 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 b
MORE & VIEW TOPICS > -
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 /
MORE & VIEW TOPICS > -
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
MORE & VIEW TOPICS > -
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
MORE & VIEW TOPICS > -
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,
MORE & VIEW TOPICS > -
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
MORE & VIEW TOPICS >