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How We Work

How We Work

Our interest is your financial well-being.  We believe that efficient and effective communication is about thoughtful listening and encouraging an open dialogue for better financial decision making.  We envision our clients being empowered to have clearly defined financial strategies that enables them to maintain a disciplined approach to achieve their goals.  We collectively possess the experience and knowledge in every dimension of financial services to wholly support and guide our clients throughout their financial lives with attention to all relevant details, while addressing changing environments and challenges to seek opportunities for financial rewards and success.

A team approach adds perspective to all we do and provides increased benefits to our clients.

Our Team

Rich Beckley, CFP®, RICP

(602) 957-7155 x8272

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance Licence #0735035

Rich Beckley has been a financial services professional for over 30 years. He moved to Arizona from Illinois in 1982 and attended Arizona State University graduating with a degree in business. After spending his first few years in Southern California he returned to Arizona and has since grown his business into a successful financial planning practice. He has earned both the Certified Financial Planner (CFP) and Retirement Income Certified Professional (RICP) professional designations. He is securities and insurance licensed in Arizona and many states throughout America. Away from the office Rich relaxes with playing the guitar and also enjoys an active lifestyle of fitness and sports along with appreciating the beauty in the great outdoors through hiking and photography.