<strong>About Us</strong>

About Us

We are a team of seven LPL Financial Wealth Advisors located in OneAZ Credit Union branch offices across the great state of Arizona.

No one strategy fits all, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and respond as situations occur.

Find an OneAZ Wealth Advisor located in a OneAZ Credit Union branch near you.

What We Do

Our goal is to get to know you and understand your needs, desires, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today from managing debt to saving for college and retirement. Personal financial challenges can be overwhelming. We commit to using all our available resources to provide the guidance you need to pursue your goals.

Our O.P.M. Approach to Wealth Management

Our O.P.M. Approach to Wealth Management

Organize Financial Data

Set and review objectives and goals.

Plan and Project Scenarios

Propose and initiate recommendations.

Monitor and Manage Process

Towards goals and objectives.

<strong>VIDEO:</strong> Who can invest with OneAZ Wealth Management?

VIDEO: Who can invest with OneAZ Wealth Management?

Chris Peach answers your questions about building wealth and provides the benefits of investing with the guidance of a OneAZ Wealth Advisor.

Locate A OneAZ Wealth Advisor Near You:

OneAZ Wealth Management Service Associates

Erika Yadron

Erika Yadron

Wealth Management Marketing Coordinator

(602) 452-4900

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