Advisor Teams
Our firm, founded by CERTIFIED FINANCIAL PLANNER™ professionals, brings together a team of high-level advisors with over 150 years of combined experience and multiple industry certifications. As fiduciaries, we are committed to acting in your best interests, working collaboratively to provide tailored solutions that prioritize your financial well-being. Since we are not limited by proprietary financial products, you can feel confident that our collective expertise is focused on helping you achieve your financial goals.
Headquartered in Phoenix, AZ, FocalPoint Wealth Management also has advisor offices in Chico, California; Webster, New York (Rochester); San Antonio, Texas; and Naples, Florida. We are licensed and work with clients across the United States, providing comprehensive wealth management services no matter where you are located.
Chris Urness & Mark Fulton - Phoenix, AZ; Naples, FL; San Antonio, TX
Katelyn Fife, Stuart Murray, & Jana Lockhart - Phoenix, AZ; Chico, CA
Ira Shapiro - Phoenix, AZ
Rick Powell - Phoenix, AZ
Vestri, Stuver, & Vestri - Webster, NY; St. Augustine, FL
