1702 East Highland Avenue Suite 204 Phoenix, AZ 85016
Guiding families through the retirement income process, utilizing Advanced Time Segmentation.
Speak with our licensed professionals to learn more about your options.
Calculate your RMD, estimate your taxes, calculate paying off debt and more all on our calculators page.
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As a fiduciary we are always working for our client’s best interest, click below to learn more about the different stages of planning.
Understand what you need to save and when you can retire
Knowledgeable and proven approaches to understanding how to maximize the benefits available to you.
Helping you navigate the many options available to fulfill your needs.
A new way to look at your assets
Senior Financial Advisor
602-841-2627 ext 205
602-671-5992
bill.stead@ceterainvestors.com
602-841-2627 Ex 234
matthew.julian@ceterainvestors.com
Assistant Manager
602-841-2627
nick.rhodes@ceterais.com
Director of Client Services
602-887-9197
courtney.schuh@ceterainvestors.com
Sales Assistant
602-841-2627 ext 210
lisa.padula@ceterais.com
Senior Client Service Representative
melissa.hillman@ceterais.com
Vice President and Branch Manager
602-841-2627 ext 123
stuart.johnson@ceterais.com
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