VINCENT ESPARZA, CFP®, CLU

CONNECT

Address:

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

Phone:

480-473-9450

Fax/Other:

480-452-1919

ABOUT VINCE

Vincent Esparza III, CFP, CLU | Managing Director

Vincent is an Investment Adviser Representative with American Portfolios Advisors, Inc. an SEC Registered Investment Advisor focusing on the unique financial needs of individuals, business owners, and retirees. Vincent's main focus is on investment advisory services and financial planning. With this he provides sound and experienced advice and financial planning tools for his clients. As a non-proprietary, fee-based certified financial planner, Vincent is able to become a client's advocate by counseling his clientele on an individual basis. By coordinating the skills of professionals such as your attorney and accountant, he can help you realize your personal and financial goals.

Vincent holds Series 7, 24, 51, 63, and 65 securities licenses. Vincent is a registered investment advisor representative with American Portfolios Advisory Services and a registered representative with American Portfolios Financial Services, Inc. Vincent holds the designation as a Chartered Life Underwriter and holds several insurance licenses and insurance brokerage agreements with multiple insurance companies.

Vincent has been a recognized financial planner in "USA Today", a national news publication, Financial Planning Journal, a professional publication, as well as "Ticker" magazine and "Latina", a national women's publication. Vincent has appeared on Channel 10 Fox News with Rick D'Amico addressing tax and other financial planning issues.

He is an Arizona native and resides in Scottsdale, Arizona, with three of his children and wife Claudia. Vince also has three adult children and four grandchildren. Vince has always been actively involved in the community and is the past President of the Central Arizona Babe Ruth Baseball League and current President Duffers for Charity, a local non-profit organization. If not attending a family function, birthday, anniversary or otherwise, Vince and his family enjoy RV traveling, golfing, baseball and football games.

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