Last Update: 10/1/21


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

Page last updated: 53/23/23 by MK


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


 

No pictures to show

 

Josh Johnson
Templeton Financial Services

Sep 2023

Steve Syrmopoulos

Thomas Rindahl

Len Templeton
Templeton Financial Services

Sep 2023

Steve Syrmopoulos

Thomas Rindahl

Ben Jarman
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

Steve Pointer
Cantor Fitzgerald

Jul 2023

William Cerynik

Thomas Rindahl


Daniel McDonald
University of Arizona
Take Charge America Institute

May 2023

Ken Osborn

Carla Boyd

Samuel DiPietro
Spencer Fane LLP

March 2024


 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.