FINANCIAL LIFE PLANNERS of TEMPE, AZ is an SEC-registered investment adviser (CRD 129415). Regulatory assets under management: $208.4M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Charities.
| 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 | — |