3 Best Financial Services in Gilbert, AZ

“Nathan Faldmo is an Investment Advisor Representative in Asset Preservation Wealth & Tax. Nathan started in the financial advisory industry 16 years ago, working at one of the largest investment firms in the country, gaining experience in New York City and Los Angeles. Nathan graduated from Brigham Young University in Provo, Utah, with a B.S. in Corporate Finance. He worked for the U.S. House of Representatives in the main office for the Committee on Ways & Means in Washington, D.C. This was his introduction to the impact that taxes have on wealth since Ways & Means is one of the primary committees overseeing tax laws. Nathan is a Certified Financial Planner™ and has a passion for coaching, not only coaching teams of his children but also his clients as they navigate the uncertainty of their financial future. Both require understanding fundamental principles, envisioning a future goal, and executing a plan to succeed.”

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“The Wealth Guardian Group is an independent, privately-owned, fee-based registered investment advisor. They commit the time and resources to stay current with the constantly changing rules, regulations, laws, and concepts that afford a superior financial planning experience. They will offer their dedication through honesty, integrity, transparency, and ethical behavior. Jared R. Daniel is the founder and president of The Wealth Guardian Group. He has obtained the rights to use the CFP® mark by the Certified Financial Planner Board of Standards and is a CERTIFIED FINANCIAL PLANNER™ Professional. Jared is a member of the National Ethics Bureau, an organization that promotes consumer confidence by providing a source to verify business ethics for financial and insurance advisors. Jared is also a member of the Financial Planning Association, a leadership and advocacy organization connecting those who provide, support, and benefit from professional financial planning.”

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“Cook Financial Group offers a wide variety of services all geared to help you with your financial goals. They will do nothing less than create an experience for their clients by keeping their promises, providing superb customer service, and giving each client the tools to build wealth, reach financial independence, and protect their families with the utmost professionalism. Tyson H. Cook, founder of Cook Financial Group, focuses on financial planning, investments, and insurance for individuals and business owners alike. Tyson is a member of the Million Dollar Round Table, an organization which recognizes financial advisors in the top 2% of the industry worldwide. He has earned the prestigious LUTCF designation and has also achieved Lifelong Platinum Club member status for elite professionals in his field.”

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