# FINANCIAL LIFE PLANNERS

FINANCIAL LIFE PLANNERS of TEMPE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 129415
- Type: SEC-registered investment adviser
- SEC file number: 801-127888
- Location: 2151 E BROADWAY, TEMPE, AZ, 85282
- Phone: 480-477-8530
- Latest filing: 2026-03-30
- Regulatory AUM: $208.4M
- Discretionary AUM: $208.3M
- Non-discretionary AUM: $35K
- Clients: 7
- Accounts: 779

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Cynthia Kay Fick | MANAGER; OWNER/PRESIDENT | — |
| Gina Giachetti Wight | MEMBER/CHIEF COMPLIANCE OFFICER; PARTNER/CO-OWNER | — |
| Janet Lynn Messer | CHIEF COMPLIANCE OFFICER | — |
| Michele Ann Dallmann | CHIEF COMPLIANCE OFFICER | — |
| Michele Dallmann | CHIEF COMPLIANCE OFFICER | Waukesha, WI |
| FICK CYNTHIA KAY | MANAGER; MANAGER/CHIEF COMPLIANCE OFFICER | — |
| WIGHT GINA GIACHETTI | MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| SCOTTSDALE | AZ | 3 | 480-477-8530 |
| SCOTTSDALE | AZ | 3 | 480-477-8530 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129415/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129415/similar
- Related entities: https://search.stillhousedata.com/firm/129415/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129415

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.