VINCENT ESPARZA, CFP®, CLU

CONNECT

Address:

23335 N 18th Drive, Suite 136
Phoenix, AZ 85027

Phone:

480-473-9450

Fax/Other:

480-452-1919

ESPARZA'S SIX-STEP PLANNING PROCESS

 

Vincent Esparza III, CFP®, CLU has recognized throughout his 32 years as a financial planner the importance of following a process in determining a client's needs and maintaining a successful customer relationship.

Largely based on the Certified Financial Planner Board of Standards, an independent professional regulatory organization that licenses individuals to use the "CFP" marks, Mr. Esparza looks to use the following "Esparza's Six-Step Process" in working with his clientele:

 

  • Initial Client Meeting
  • Discovery
  • Education
  • Implementation
  • Delivery
  • Monitor, Update, Rebalance

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck