Last Update: 10/29/19

Our Partners

Our Financial Partners have invested in our chapter and our financial planning community. 

Please get to know their representatives and give them a hearty hello and thank you when you see them!

You can find their representatives' contact information in our on-line directory. 

To find out more about their products and services, simply click on their logo...



Rob Kanyur

Was May Now August


Dale Walters

Was Aug Now November


Christine Sjolin

Elise Rogers

Kem Taylor

Was July, Now October


Nicole Benz

Tim Rembowski


Was July, Now October



Len Templeton

Josh Johnson


Was May, Now August



Rachel Navon

Eric Lane

Was March, Now June



Robbie Petrillo

Was August, now November



Allen Chao

Jerry Auippa


Was May, Now August




Lisa Rehburg

Was August, Now November

 Curtiss Scott

Was August, Now November



Paul Roshka

T.J. Mitchell 

Was August, Now November



Laura Scaramella

Michael Celaya


Was November, Now  February


William Cerynik

Was September, Now December


Siegfried Koschel

Amanda Stankiewicz

Was November, Now February




Kristie Leshinski

Kimberly Kur

Lisa Stratton

Was August, Now November


John Leon
Jonathan Manfre

Keri Stephens

Was December, Now March




Josh Moore

Ed Kraft

Dave Long


Was July, Now October






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
info@FPAofPhoenix.org

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


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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.