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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2024 First Quarter Update

Arizona's Premier Retirement Income Team

As a fiduciary we are always working for our client’s best interest, click below to learn more about the different stages of planning.

Building Wealth

Understand what you need to save and when you can retire

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Maximizing Retirement Income

Knowledgeable and proven approaches to understanding how to maximize the benefits available to you.

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Wealth Protection

Helping you navigate the many options available to fulfill your needs.

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A new way to look at your assets

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Meet Your Advisors

Advisors

Bill Stead, RICP
ADV 2B Brochure

Senior Financial Advisor

602-841-2627 ext 205

602-671-5992

bill.stead@ceterainvestors.com

Matthew Julian
ADV 2B Brochure

Senior Financial Advisor

602-841-2627 Ex 234

602-671-5992

matthew.julian@ceterainvestors.com

J. Nick Rhodes
ADV 2B Brochure

Assistant Manager

602-841-2627

602-671-5992

nick.rhodes@ceterais.com

Anthony Costabile,
ADV 2B Brochure

Financial Advisor

212-532-0144

602-671-5992

anthony.costabile@ceterainvestors.com

Administration

Courtney Schuh
ADV 2B Brochure

Director of Client Services

602-887-9197

602-671-5992

courtney.schuh@ceterainvestors.com

Lisa Padula

Sales Assistant

602-841-2627 ext 210

602-671-5992

lisa.padula@ceterais.com

Melissa Hillman

Senior Client Service Representative

602-841-2627

602-671-5992

melissa.hillman@ceterais.com

Branch and Home Office Support

Stu Johnson, CFP® ChFC®

Vice President and Branch Manager

602-841-2627 ext 123

602-671-5992

stuart.johnson@ceterais.com

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Entering the Twilight Zone - Parallels between today and the 1950's

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