Vincent Esparza CFP, CLU

Vincent Esparza CFP, CLU With over 40 years experience as a financial planner and investment advisor. Cetera is under separate ownership from any other entity.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a registered investment advisor. Any opinions expressed in this forum are not the opinion or view of Cetera Advisors LLC and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provid

ed for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

Investment Strategy: Where You Are Now vs. Where You're Headed
06/06/2023

Investment Strategy: Where You Are Now vs. Where You're Headed

A gap analysis can help you see if you’re still on track to pursue your financial goals.

Financial FAQs
02/23/2023

Financial FAQs

From retirement savings to living abroad, here are some of our commonly asked questions.

Personal Finance Mistakes to Avoid
01/20/2023

Personal Finance Mistakes to Avoid

Are you making one of these common financial mistakes? Here are some steps to consider.

Creating an Investment Philosophy
12/21/2022

Creating an Investment Philosophy

A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.

Unwrap a Holiday with Less Financial Stress
11/22/2022

Unwrap a Holiday with Less Financial Stress

With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.

4 Tips for Minimizing Financial Anxiety
10/21/2022

4 Tips for Minimizing Financial Anxiety

Here are some things to consider if your financial anxiety is keeping you up at night.

Medicare in 2023: Here's What You Need to Know
10/21/2022

Medicare in 2023: Here's What You Need to Know

The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.

Preparing for Lifetime Income in Retirement
09/30/2022

Preparing for Lifetime Income in Retirement

Worried about outliving your income? Here’s how to start planning for your retirement needs.

Working with an Investment Professional
08/26/2022

Working with an Investment Professional

Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.

Understanding Your True Risk Tolerance
08/09/2022

Understanding Your True Risk Tolerance

Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.

Are you looking for a team approach to your investments? We will meet with you and develop a comprehensive plan that fi...
07/06/2022

Are you looking for a team approach to your investments? We will meet with you and develop a comprehensive plan that fits your financial goals. Contact us to set up a consultation today! Let us guide you to financial freedom.

Address

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

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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