Our Team

Vincent Esparza III, CFP, CLU
Managing Director
Vincent Esparza III is a Certified Financial Planner and Chartered Life Underwriter serving the greater Phoenix area for over 30 years. He specializes in the unique financial needs of executives, business owners, and retirees and is a Financial Coach for when you need one-on-one help to improve your game. Throughout his professional financial career, Vince has acquired a well deserved reputation as a financial planner and investment advisor in the Southwest. A major objective in his playbook is to ensure that all of your professional advisors, such as your attorney, accountant, and insurance agents, are providing sound advice based on your personal and financial goals for this inning of the game.

Vince holds Series 7, 24, 51, 63, and 65 Securities Licenses and is an Investment Advisor Representative with American Portfolios Advisors and a Registered Representative with American Portfolios Financial Services, Inc., a New York Broker/Dealer and member of SIPC and FINRA. In addition, he holds several insurance licenses and insurance brokerage agreements with multiple insurance agencies.

Vincent has been a recognized financial planner in USA Today and other local and national publications.

He is an Arizona native and currently resides in Scottsdale, Arizona, with his three young children and wife Claudia. Vince is actively involved in the community and is the President of the 2 local non-profit organizations,   Duffers for Charity and Central Arizona Babe Ruth Baseball League.  In between innings or after the game, Vince and his family enjoy RV traveling,  fishing, golfing,  plus attending and playing in all kinds of sports and outdoor activities.