About OneAZ Wealth Management

We are a team of LPL Financial Wealth Advisors and Support Staff located in OneAZ Credit Union branches across Arizona.

Our goal is to get to know you and understand your needs, desires, and long-term goals. No one strategy fits all, which is why every client gets our undivided attention—from planning to execution to follow-up.

We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We take a proactive approach to help you develop a strategy to address your financial goals and objectives.

<strong>Our O.P.M. Approach to Wealth Management</strong>

Our O.P.M. Approach to Wealth Management


The member engagement path will follow a 3-step continuous approach, led by your wealth advisor in managing your finances: 

1. Organize Your Financial Data by setting and reviewing objectives and goals.

2. Plan and Project Scenarios in proposing and initiating recommendations.

3. Monitor and Manage Process towards your goals and objectives.

Locate A OneAZ Wealth Advisor Near You:

OneAZ Wealth Management Service Associates

Have a Question?

Thank you!
Oops!